Retirement Plan For Employees Of Puget Sound Energy, Inc. — Form 5500 plan (Puget Sound Energy, Inc.)
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, Retirement Plan For Employees Of Puget Sound Energy, Inc. is a benefit plan reported by Puget Sound Energy, Inc. under EIN 91-0374630 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,268 participants and $785,539,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Puget Sound Energy, Inc.
- EIN
- 91-0374630
- Plan number
- 001
- Plan type
- 2
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 5,268
- End-of-year plan assets
- $785,539,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,268 | H, C | 20240726124155NAL0015968449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $785,539,065
- Total liabilities (EOY)
- $34,443,095
- Net assets (EOY)
- $751,095,970
- Net assets (BOY)
- $663,722,483
Income & contributions
- Employer contributions
- $18,000,000
- Total contributions
- $18,000,000
- Total income / additions
- $129,578,247
Expenses & distributions
- Benefits paid
- $38,906,082
- Administrative expenses
- $3,298,678
- Total expenses
- $42,204,760
- Net increase / (decrease)
- $87,373,487
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $576,115 | not reported in the loaded dataset | 2023 |
| Mfs Heritage Trust Company | NONE | $549,311 | $0 | 2023 |
| Pimco | NONE | $307,028 | $0 | 2023 |
| Loomis Sayles & Company, L.P. | NONE | $249,425 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $234,370 | $0 | 2023 |
| Voya Investment Management LLC | NONE | $174,883 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $126,532 | not reported in the loaded dataset | 2023 |
| Callan Associates, Inc. | NONE | $117,188 | not reported in the loaded dataset | 2023 |
| Boston Trust Walden Inc | NONE | $112,545 | not reported in the loaded dataset | 2023 |
| Rothschild Asset Management Inc | NONE | $106,437 | not reported in the loaded dataset | 2023 |
| Perkins Coie, Llp | NONE | $83,293 | not reported in the loaded dataset | 2023 |
| Clark Nuber P.S. | NONE | $36,600 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co. | NONE | $13,676 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Puget Sound Energy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bellevue, WA
- Milliman, Inc. — Schedule C compensation
- Mfs Heritage Trust Company — Schedule C compensation
- Pimco — Schedule C compensation
- Loomis Sayles & Company, L.P. — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Voya Investment Management LLC — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Callan Associates, Inc. — Schedule C compensation
- Boston Trust Walden Inc — Schedule C compensation
- Rothschild Asset Management Inc — Schedule C compensation
- Perkins Coie, Llp — Schedule C compensation
- Clark Nuber P.S. — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation