Berkshire Hathaway Energy Company (EIN 84-7120645) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 32 filings report $4.1B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| BHE Master Retirement Trust | 018 | 0 | $2.0B |
| BHE Master Retirement Trust - Pimcolong Credit | 017 | 0 | $419.3M |
| BHE Master Retirement Trust-BHE NISA Long Credit | 001 | 0 | $337.1M |
| BHE Master Retirement Trust - SSGA SP 500 INDX | 009 | 0 | $188.1M |
| BHE Master Retirement Trust - DC Long Credit |
84-7120645 is the Employer Identification Number (EIN) Berkshire Hathaway Energy Company reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on Iowa EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| 016 |
| 0 |
| $158.0M |
| BHE Master Retirement Trust - BHE SSGA RUS VL 1000 | 015 | 0 | $138.1M |
| BHE Master Retirement Trust - JPM Core FI MTU | 030 | 0 | $134.2M |
| BHE Master Retirement Trust - NT QL DIV FOC FD | 034 | 0 | $121.7M |
| BHE Master Retirement Trust - Trowe Core FI | 031 | 0 | $110.8M |
| BHE Master Retirement Trust - Columbia Core Plus FI MTU | 029 | 0 | $105.6M |
| BHE Master Retirement Trust - JPM Multas DIV FD | 033 | 0 | $102.5M |
| BHE Master Retirement Trust - Blackrock Core Plus | 028 | 0 | $88.3M |
| BHE Master Retirement Trust - BHE SSGA Intl ACWI | 014 | 0 | $48.0M |
| BHE Master Retirement Trust - LSV SMID | 010 | 0 | $32.4M |
| BHE Master Retirement Trust - BHE WM Blair SMID | 011 | 0 | $30.2M |
| BHE Master Retirement Trust - SP Cash MGR EQ Pool | 003 | 0 | $25.0M |
| BHE Master Retirement Trust - Paccorp MRT CN DS AC | 006 | 0 | $22.4M |
| BHE Master Retirement Trust - Paccorp MRT Trumbull MTU | 023 | 0 | $20.7M |
| BHE Master Retirement Trust- MEC RET PL Cash ACCT | 002 | 0 | $19.1M |
| BHE Master Retirement Trust - Long DUR Strips | 035 | 0 | $10.2M |
| BHE Master Retirement Trust - Paccorp MRT PVT Market MTU | 025 | 0 | $577K |
| BHE Master Retirement Trust - Pcorp MRT AI FD | 027 | 0 | $425K |
| BHE Master Retirement Trust- Paccorp MRT Lone Star MTU | 019 | 0 | $53K |
| BHE Master Retirement Trust - NVE Stale CK Proceed | 004 | 0 | $47K |
| BHE Master Retirement Trust - Paccorp MRT Warburg MTU | 021 | 0 | $31K |
| BHE Master Retirement Trust - Pcorp MRT Apollo Inves MTU | 032 | 0 | $6K |
| BHE Master Retirement Trust - Paccorp MRT in CN SA | 005 | 0 | $45 |
| BHE Master Retirement Trust - Paccorp MRT Harbourves MTU | 026 | 0 | $0 |
| BHE Master Retirement Trust - MEC RET PL JPM SSPF | 007 | 0 | $0 |
| BHE Master Retirement Trust Pcorp MRT Lone Star MTU | 020 | 0 | $0 |
| BHE Master Retirement Trust - BHE Baillie Gifford MTU | 013 | 0 | $0 |
| BHE Master Retirement Trust - BHE Silchster Intval | 012 | 0 | $0 |
