Original filing (PDF)20251015011119NAL0005211024001

PORTLAND GENERAL ELECTRIC COMPANY

Name: PORTLAND GENERAL ELECTRIC COMPANY — PORTLAND GENERAL ELECTRIC COMPANY INACTIVE HEALTH AND WELFARE PLAN, Form 5500 (2024)
Creator: PORTLAND GENERAL ELECTRIC COMPANY

Form 5500

FILING_RECEIVED

PORTLAND GENERAL ELECTRIC COMPANY INACTIVE HEALTH AND WELFARE PLAN

Health & welfare plan

Signals · 2

~84 bps in Sched C feesNo recordkeeper disclosed

Active participants

2,904

Accounts w/ balance

—

Plan assets (EOY)

$25.6M

Net assets (EOY)

$25.2M

How this plan invests

This plan

2 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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (7th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORTLAND GENERAL ELECTRIC COMPANY.

Plan sponsor

Name

PORTLAND GENERAL ELECTRIC COMPANY

EIN

93-0256820

Address

121 SW SALMON STREET · PORTLAND, OR · 972042901

Phone

(503) 464-7693

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

506

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4H · Long-Term Disability

4Q · Other

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Service providers (Schedule C)

5 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
GRANT THORNTON LLP	36-6055558	—	NONE	$45K	—
DELOITTE TAX LLP	86-1065772	—	NONE	$8K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIS TOWERS WATSON US LLC

Investments

2 pooled funds· $15.2M(59% 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.

			% of plan
SHORT TERM INVESTMENT FUND NORTHERN TRUST COMPANY · EIN 36-6036794 / PN 001	Common Collective Trust	$11.0M	42.9%
STATE STREET S&P 500 INDEX NL CTF STATE STREET BANK AND TRUST COMPANY · EIN 04-6625099 / PN 001	Common Collective Trust	$4.2M	16.6%