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Original filing (PDF)20240111170022NAL0013466929001
BHE PIPELINE GROUP, LLC
Form 5500
FILING_RECEIVED
BHE PIPELINE GROUP, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
15 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BHE PIPELINE GROUP, LLC.
Plan sponsor
Name
BHE PIPELINE GROUP, LLC
EIN
85-1727774
Address
666 GRAND AVENUE · DES MOINES, IA · 50306
Phone
(515) 242-4300
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-03-31
Filed
2024-01-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | NONE | $64K | — |
| CLIFTONLARSONALLEN | 41-0746749 | — | NONE | $9K | — |
Investments
15 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$0
14 holdings
Pooled Separate Account
$0
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VANGUARD TARGET RETIRE INC TRUST I VANGUARD · EIN 90-6083968 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RETIRE 2020 TRUST I VANGUARD · EIN 90-6083983 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RETIRE 2025 TRUST I VANGUARD · EIN 90-6083981 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RETIRE 2030 TRUST I VANGUARD · EIN 90-6083979 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RETIRE 2035 TRUST I VANGUARD · EIN 90-6083977 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RETIRE 2040 TRUST I VANGUARD · EIN 90-6083975 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RETIRE 2045 TRUST I VANGUARD · EIN 90-6083973 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RETIRE 2050 TRUST I VANGUARD · EIN 90-6083969 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RETIRE 2055 TRUST I VANGUARD · EIN 27-6715074 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RETIRE 2060 TRUST I VANGUARD · EIN 45-3799212 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RETIRE 2065 TRUST I VANGUARD · EIN 82-6190443 / PN 001 | Common Collective Trust | $0 | — |
| BNY MELLON EB U.S. REAL ESTATE SECU BNY MELLON · EIN 94-2213782 / PN 001 | Common Collective Trust | $0 | — |
| WESTERN ASSET CORE PLUS BOND FUND PRUDENTIAL · EIN 06-1050034 / PN 006 | Pooled Separate Account | $0 | — |
| NT COLLECTIVE S&P INDEX FUND NL TIE NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | $0 | — |
| NT COLLECTIVE EXTENDED EQUITY INDEX NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | $0 | — |
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