Premera Pension Equity Plan — Form 5500 plan (Premera)
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, Premera Pension Equity Plan is a benefit plan reported by Premera under EIN 91-1662324 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,596 participants and $479,338,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premera
- EIN
- 91-1662324
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 4,596
- End-of-year plan assets
- $479,338,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,596 | H, C | 20240728172757NAL0018691329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $479,338,554
- Total liabilities (EOY)
- $35,303,873
- Net assets (EOY)
- $444,034,681
- Net assets (BOY)
- $404,981,878
Income & contributions
- Employer contributions
- $20,000,000
- Total contributions
- $20,000,000
- Total income / additions
- $54,334,088
Expenses & distributions
- Benefits paid
- $13,074,155
- Administrative expenses
- $2,207,130
- Total expenses
- $15,281,285
- Net increase / (decrease)
- $39,052,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | INVESTMENT MANAGER | $456,266 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | INVESTMENT MANAGER | $282,446 | not reported in the loaded dataset | 2023 |
| Legal & General Inv Mgmt America | INVESTMENT MANAGER | $273,581 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $252,685 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon Trst Co | TRUSTEE | $195,913 | $0 | 2023 |
| Silchester International Investors | INVESTMENT MANAGER | $178,704 | $0 | 2023 |
| Burgundy Asset Management Ltd. | INVESTMENT MANAGER | $121,466 | not reported in the loaded dataset | 2023 |
| Wellington Trust | INVESTMENT ADVISOR | $109,899 | $0 | 2023 |
| Cardinal Investment Advisors | INVESTMENT ADVISOR | $39,338 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premera
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Legal & General Inv Mgmt America — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- The Bank Of New York Mellon Trst Co — Schedule C compensation
- Silchester International Investors — Schedule C compensation
- Burgundy Asset Management Ltd. — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Cardinal Investment Advisors — Schedule C compensation