Form 5500 Search

BERKSHIRE HATHAWAY

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
5
Active participants
39,457
Total plan assets
$42.6B
Filings (rows)
5
Direct comp
$1.1M
Indirect comp
$0

SERVICES PROVIDED

Other5

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
BHE WM BLAIR SMID7
BHE NISA LONG CREDIT7
PACCORP MRT HARBOURVES MTU7
PCORP MRT AI FD7
PCORP MRT APOLLO INVES MTU7
JPM CORE FI MTU7
COLUMBIA CORE PLUS FI MTU7
PACCORP MRT LONE STAR MTU7
BHE BAILLIE GIFFORD7
BLACKROCK CORE PLUS7
BHE SSGA INTL ACWI7
TROWE CORE FI7
BHE SSGA RUS VL 10007
PACCORP MRT TRUMBULL MTU7
PACCORP MRT IN CN SA7
PACCORP MRT WARBURG MTU7
BHE MASTER RETIREMENT TRUST6
JPM MULTAS DIV FD6
BHE LSV SMID4
NT QL DIV FOC FD4
BHE SSGA SP 500 INDX4
PACCORP MRT PM CA4
BHE PIMCOLONG CREDIT4
DC LONG CREDIT3
PACCORP MRT PVT MARKET MTU3

Top plans served

All 5 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
FARMINGTON, CT
Other
NONE
$42.1B$301K
BOARD OF TRUSTEES, UNITED FOOD AND COMMERCIAL WORKERS
UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND FOOD EMPLOYERS BENEFIT FUND
CYPRESS, CA
Other
NONE
38,456$493.1M$185K
PLUMBERS & STEAMFITTERS LOCAL UNION NO. 396 HEALTH & WELFARE
UNITED ASSOCIATION OF JOURNEYMAN & APPRENTICES OF PLUMBING AND STEAMFITTING
CANFIELD, OH
Other
CLAIMS PROCESSOR
419$17.0M$428K
PLUMBERS & STEAMFITTERS LOCAL UNION NO. 396 HEALTH & WELFARE
UNITED ASSOCIATION OF JOURNEYMAN & APPRENTICES OF PLUMBING AND STEAMFITTING
CANFIELD, OH
Other
CLAIMS PROCESSOR
448$16.0M$150K
THE MARCH-WESTIN COMPANY, INC. & SU
THE MARCH-WESTIN COMPANY, INC. HEALTH PROTECTION PLAN
MORGANTOWN, WV
Other
NONE
134$45K
BERKSHIRE HATHAWAY — Form 5500 Service Provider Profile | Form 5500 Search