Edison Pension Plan — Form 5500 plan (Board Of Trustees, Edison Pension Trust)
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, Edison Pension Plan is a benefit plan reported by Board Of Trustees, Edison Pension Trust under EIN 93-6061681 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,776 participants and $922,411,141 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Edison Pension Trust
- EIN
- 93-6061681
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 7,776
- End-of-year plan assets
- $922,411,141
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,776 | H, C | 20241004124331NAL0019635232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $922,411,141
- Total liabilities (EOY)
- $5,795,182
- Net assets (EOY)
- $916,615,959
- Net assets (BOY)
- $840,942,856
Income & contributions
- Employer contributions
- $65,797,029
- Total contributions
- $65,797,029
- Total income / additions
- $136,152,362
Expenses & distributions
- Benefits paid
- $57,111,920
- Administrative expenses
- $3,367,339
- Total expenses
- $60,479,259
- Net increase / (decrease)
- $75,673,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William C. Earhart Co. | NONE | $362,263 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $281,628 | not reported in the loaded dataset | 2023 |
| Mfs Heritage Trust Company | NONE | $261,805 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors, Inc | NONE | $259,357 | not reported in the loaded dataset | 2023 |
| Washington Capital Management Inc | NONE | $257,411 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | NONE | $242,552 | $0 | 2023 |
| Milliman Usa | NONE | $236,321 | not reported in the loaded dataset | 2023 |
| Harbourvest Partners Lp | NONE | $175,555 | $15,260 | 2023 |
| Dodge & Cox | NONE | $138,313 | $0 | 2023 |
| R.V. Kuhns & Associates Inc | NONE | $107,500 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $101,415 | $0 | 2023 |
| Loomis, Sayles & Company, Lp | NONE | $94,581 | not reported in the loaded dataset | 2023 |
| Quest Investment Management Inc | NONE | $80,548 | $0 | 2023 |
| Guggenheim Partners Invst Mgmt LLC | NONE | $77,128 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $45,884 | $0 | 2023 |
| Oregon-Columbia Chapter, Neca | PLAN SPONSOR | $43,053 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $39,005 | not reported in the loaded dataset | 2023 |
| Brownstein, Rask & Sweeney | NONE | $19,908 | not reported in the loaded dataset | 2023 |
| Harrison Electrical Workers | COMMON BOARD | $14,103 | not reported in the loaded dataset | 2023 |
| Metropresort | NONE | $14,070 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Edison Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- William C. Earhart Co. — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Mfs Heritage Trust Company — Schedule C compensation
- Ullico Investment Advisors, Inc — Schedule C compensation
- Washington Capital Management Inc — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Harbourvest Partners Lp — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- R.V. Kuhns & Associates Inc — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Loomis, Sayles & Company, Lp — Schedule C compensation
- Quest Investment Management Inc — Schedule C compensation
- Guggenheim Partners Invst Mgmt LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Oregon-Columbia Chapter, Neca — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Brownstein, Rask & Sweeney — Schedule C compensation
- Harrison Electrical Workers — Schedule C compensation
- Metropresort — Schedule C compensation