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Original filing (PDF)20251003171024NAL0001625729001
PACIFICORP
Form 5500
FILING_RECEIVED
PACIFICORP RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
906
Accounts w/ balance
—
Plan assets (EOY)
$746.9M
Net assets (EOY)
$746.9M
How this plan invests
This plan
24 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)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFICORP.
Plan sponsor
Name
PACIFICORP
EIN
93-0246090
Address
825 NE MULTNOMAH STREET · SUITE 1900 · PORTLAND, OR · 97232
Phone
(503) 813-5040
Industry
Utilitiessee all
Plan administrator
Name
PACIFICORP EMPLOYEE BENEFITS PLANS ADMINISTRATIVE COMMITTEE
EIN
93-0246090
City
PORTLAND, OR
Phone
(503) 813-5040
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1E · Section 401(h) arrangement
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $196K | — |
| MOSS ADAMS, LLP | 91-0189318 | — | NONE | $105K | — |
| WILLIS TOWER WATSON | — | MINNEAPOLIS, MN | NONE | $99K | — |
| WELLMARK | — | DES MOINES, IA | NONE | $59K | — |
| JACKSON LEWIS | — | NEW YORK, NY | NONE | $11K | — |
Investments
24 pooled funds· $746.8M(100% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BHE PIMCOLONG CREDIT BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 017 | Master Trust | $121.6M | 16.3% |
| BHE NISA LONG CREDIT BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 001 | Master Trust | $110.5M | 14.8% |
| BHE DODGE COX LONG CREDIT BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 016 | Master Trust | $65.3M | 8.7% |
| JPM CORE FI MTU BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 030 | Master Trust | $60.9M | 8.2% |
| TROWE CORE FI BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 031 | Master Trust | $54.3M | 7.3% |
| COLUMBIA CORE PLUS FI MTU BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 029 | Master Trust | $45.3M | 6.1% |
| BHE SSGA SP 500 INDX BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 009 | Master Trust | $44.0M | 5.9% |
| NT QL DIV FOC FD BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 034 | Master Trust | $41.9M | 5.6% |
| BHE SSGA RUS VL 1000 BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 015 | Master Trust | $41.9M | 5.6% |
| BLACKROCK CORE PLUS BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 028 | Master Trust | $38.1M | 5.1% |
| JPM MULTAS DIV FD BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 033 | Master Trust | $34.3M | 4.6% |
| BHE PACCORP MRT CN DS AC (CONTROL D BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 006 | Master Trust | $22.3M | 3.0% |
| PACCORP MRT TRUMBULL MTU BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 023 | Master Trust | $19.6M | 2.6% |
| BHE SSGA INTL ACWI BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 014 | Master Trust | $15.9M | 2.1% |
| BHE WM BLAIR SMID BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 011 | Master Trust | $15.3M | 2.1% |
| BHE LSV SMID BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 010 | Master Trust | $14.5M | 1.9% |
| PACCORP MRT PM CA BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 025 | Master Trust | $577K | <0.1% |
| PCORP MRT AI FD BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 027 | Master Trust | $425K | <0.1% |
| PACCORP MRT LONE STAR MTU BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 019 | Master Trust | $53K | <0.1% |
| PACCORP MRT WARBURG MTU BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 021 | Master Trust | $31K | <0.1% |
| PCORP MRT APOLLO INVES MTU BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 032 | Master Trust | $6K | <0.1% |
| PACCORP MRT IN CN SA BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 005 | Master Trust | $46 | <0.1% |
| PACCORP MRT HARBOURVES MTU BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 026 | Master Trust | $0 | <0.1% |
| BHE BAILLIE GIFFORD BERKSHIRE HATHAWAY ENERGY COMPANY · EIN 84-7120645 / PN 013 | Master Trust | $0 | <0.1% |