Pacificorp K Plus Employee Savings Plan — Form 5500 plan (Pacificorp)
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, Pacificorp K Plus Employee Savings Plan is a benefit plan reported by Pacificorp under EIN 93-0246090 and plan number 009. The latest loaded filing year is 2023. The filing reports 7,019 participants and $1,595,316,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacificorp
- EIN
- 93-0246090
- Plan number
- 009
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 7,019
- End-of-year plan assets
- $1,595,316,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,019 | H, C | 20241007133113NAL0007625283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,595,316,270
- Total liabilities (EOY)
- $179,954
- Net assets (EOY)
- $1,595,136,316
- Net assets (BOY)
- $1,398,674,210
Income & contributions
- Employer contributions
- $49,522,226
- Participant contributions
- $55,591,132
- Total contributions
- $114,406,551
- Total income / additions
- $364,177,097
Expenses & distributions
- Benefits paid
- $164,861,040
- Administrative expenses
- $2,146,842
- Total expenses
- $166,949,319
- Net increase / (decrease)
- $197,227,778
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advised Assets Group, LLC | NONE | $1,000,049 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Ins Co | NONE | $669,884 | $0 | 2023 |
| Pimco | NONE | $181,316 | not reported in the loaded dataset | 2023 |
| Invesco | NONE | $172,440 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc | NONE | $48,500 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $42,350 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $12,532 | not reported in the loaded dataset | 2023 |
| Jackson Lewis Pc | NONE | $11,161 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacificorp
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Advised Assets Group, LLC — Schedule C compensation
- Great-West Life & Annuity Ins Co — Schedule C compensation
- Pimco — Schedule C compensation
- Invesco — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Jackson Lewis Pc — Schedule C compensation