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BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 401k Plan overview

Plan NameBERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
Plan identification number 001

BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

BERKSHIRE HATHAWAY CREDIT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BERKSHIRE HATHAWAY CREDIT CORPORATION
Employer identification number (EIN):470679606
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01

Plan Statistics for BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN

401k plan membership statisitcs for BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN

Measure Date Value
2022: BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-316,251,352,020
Acturial value of plan assets2022-12-315,837,526,207
Funding target for retired participants and beneficiaries receiving payment2022-12-312,406,711,795
Number of terminated vested participants2022-12-3110,006
Fundng target for terminated vested participants2022-12-31556,284,348
Active participant vested funding target2022-12-311,633,058,523
Number of active participants2022-12-3112,448
Total funding liabilities for active participants2022-12-311,691,416,490
Total participant count2022-12-3156,212
Total funding target for all participants2022-12-314,654,412,633
Balance at beginning of prior year after applicable adjustments2022-12-3181,085,336
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31299,401,764
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3181,085,336
Amount remaining of prefunding balance2022-12-31299,401,764
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3193,499,501
Balance of prefunding at beginning of current year2022-12-31329,717,325
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3176,651,725
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0155,867
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-314,980,611,007
Acturial value of plan assets2021-12-314,711,057,322
Funding target for retired participants and beneficiaries receiving payment2021-12-312,035,712,791
Number of terminated vested participants2021-12-317,965
Fundng target for terminated vested participants2021-12-31453,167,910
Active participant vested funding target2021-12-311,572,398,221
Number of active participants2021-12-3112,772
Total funding liabilities for active participants2021-12-311,625,598,913
Total participant count2021-12-3150,670
Total funding target for all participants2021-12-314,114,479,614
Balance at beginning of prior year after applicable adjustments2021-12-3174,438,021
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31132,835,186
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3174,438,021
Amount remaining of prefunding balance2021-12-31132,835,186
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3181,085,336
Balance of prefunding at beginning of current year2021-12-31144,791,714
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31119,817,717
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0150,510
Total number of active participants reported on line 7a of the Form 55002021-01-0112,424
Number of retired or separated participants receiving benefits2021-01-0128,673
Number of other retired or separated participants entitled to future benefits2021-01-019,683
Total of all active and inactive participants2021-01-0150,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015,087
Total participants2021-01-0155,867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-314,762,684,337
Acturial value of plan assets2020-12-314,730,874,748
Funding target for retired participants and beneficiaries receiving payment2020-12-311,997,958,034
Number of terminated vested participants2020-12-317,009
Fundng target for terminated vested participants2020-12-31424,692,029
Active participant vested funding target2020-12-311,587,068,598
Number of active participants2020-12-3113,133
Total funding liabilities for active participants2020-12-311,643,272,765
Total participant count2020-12-3149,261
Total funding target for all participants2020-12-314,065,922,828
Balance at beginning of prior year after applicable adjustments2020-12-3163,206,267
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31110,483,479
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3163,206,267
Amount remaining of prefunding balance2020-12-31110,483,479
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3174,438,021
Balance of prefunding at beginning of current year2020-12-31130,116,393
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31100,359,282
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0149,191
Total number of active participants reported on line 7a of the Form 55002020-01-0112,772
Number of retired or separated participants receiving benefits2020-01-0125,738
Number of other retired or separated participants entitled to future benefits2020-01-017,753
Total of all active and inactive participants2020-01-0146,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014,247
Total participants2020-01-0150,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-314,429,592,367
Acturial value of plan assets2019-12-314,872,551,604
Funding target for retired participants and beneficiaries receiving payment2019-12-311,940,318,014
Number of terminated vested participants2019-12-319,983
Fundng target for terminated vested participants2019-12-31509,576,614
Active participant vested funding target2019-12-311,546,633,381
Number of active participants2019-12-3114,225
Total funding liabilities for active participants2019-12-311,601,844,061
Total participant count2019-12-3153,514
Total funding target for all participants2019-12-314,051,738,689
Balance at beginning of prior year after applicable adjustments2019-12-3172,013,521
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3135,265,341
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3172,013,521
Amount remaining of prefunding balance2019-12-3135,265,341
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3163,206,267
Balance of prefunding at beginning of current year2019-12-3130,952,390
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3192,916,179
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0153,464
Total number of active participants reported on line 7a of the Form 55002019-01-0113,133
Number of retired or separated participants receiving benefits2019-01-0125,270
Number of other retired or separated participants entitled to future benefits2019-01-016,789
Total of all active and inactive participants2019-01-0145,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013,999
Total participants2019-01-0149,191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,983,794,532
Acturial value of plan assets2018-12-312,928,142,172
Funding target for retired participants and beneficiaries receiving payment2018-12-311,315,383,642
Number of terminated vested participants2018-12-316,363
Fundng target for terminated vested participants2018-12-31320,748,354
Active participant vested funding target2018-12-31455,241,246
Number of active participants2018-12-315,281
Total funding liabilities for active participants2018-12-31468,568,328
Total participant count2018-12-3135,348
Total funding target for all participants2018-12-312,104,700,324
Balance at beginning of prior year after applicable adjustments2018-12-3161,896,180
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3130,577,249
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3161,896,180
Amount remaining of prefunding balance2018-12-3130,577,249
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3172,013,521
Balance of prefunding at beginning of current year2018-12-3135,265,341
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-319,121,093
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0135,198
Total number of active participants reported on line 7a of the Form 55002018-01-0114,225
Number of retired or separated participants receiving benefits2018-01-0125,556
Number of other retired or separated participants entitled to future benefits2018-01-019,841
Total of all active and inactive participants2018-01-0149,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013,842
Total participants2018-01-0153,464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013

Financial Data on BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN

Measure Date Value
2022 : BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,277,251,627
Total unrealized appreciation/depreciation of assets2022-12-31$-1,277,251,627
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$3,816,893,324
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,145,571
Total income from all sources (including contributions)2022-12-31$-1,525,422,946
Total loss/gain on sale of assets2022-12-31$-82,311,440
Total of all expenses incurred2022-12-31$907,935,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$885,560,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$6,251,397,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,374,703
Total interest from all sources2022-12-31$5,232,204
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$25,396,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,536,870
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$566,010
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$376,868
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,666,213
Administrative expenses (other) incurred2022-12-31$15,846,254
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$1,145,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,433,358,207
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,250,251,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,134,147
Interest earned on other investments2022-12-31$30,375
Income. Interest from US Government securities2022-12-31$169,252
Income. Interest from corporate debt instruments2022-12-31$4,911,230
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$982,462,066
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$45,027,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$10,034,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$10,034,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$121,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,575,311
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$374,899,934
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$338,246,450
Net investment gain or loss from common/collective trusts2022-12-31$1,922,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Income. Dividends from common stock2022-12-31$25,396,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$510,283,756
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$537,530
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$76,559,036
Contract administrator fees2022-12-31$4,991,579
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$4,786,588,173
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Aggregate proceeds on sale of assets2022-12-31$3,791,377,832
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,873,689,272
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LUTZ AND COMPANY, PC
Accountancy firm EIN2022-12-31470625816
2021 : BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$528,627,142
Total unrealized appreciation/depreciation of assets2021-12-31$528,627,142
Total transfer of assets to this plan2021-12-31$983,436,786
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,145,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,133,607
Total income from all sources (including contributions)2021-12-31$728,869,731
Total loss/gain on sale of assets2021-12-31$170,772,701
Total of all expenses incurred2021-12-31$441,532,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$405,659,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$6,251,397,102
Value of total assets at beginning of year2021-12-31$4,980,611,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,872,572
Total interest from all sources2021-12-31$5,281,726
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$24,132,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,333,739
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$566,010
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$612,178
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,666,213
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,633,915
Administrative expenses (other) incurred2021-12-31$30,877,445
Liabilities. Value of operating payables at end of year2021-12-31$1,145,571
Liabilities. Value of operating payables at beginning of year2021-12-31$1,133,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$287,337,348
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,250,251,531
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,979,477,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$5,134,147
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,462,460
Interest earned on other investments2021-12-31$30,375
Income. Interest from US Government securities2021-12-31$227,522
Income. Interest from corporate debt instruments2021-12-31$4,911,761
Value of interest in master investment trust accounts at end of year2021-12-31$982,462,066
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$45,027,721
Value of interest in common/collective trusts at beginning of year2021-12-31$49,498,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$10,034,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,641,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,641,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$112,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,575,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,278,860
Asset value of US Government securities at end of year2021-12-31$338,246,450
Asset value of US Government securities at beginning of year2021-12-31$404,510,040
Net investment gain or loss from common/collective trusts2021-12-31$7,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Income. Dividends from common stock2021-12-31$24,132,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$405,659,811
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$537,530
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$568,685
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$76,559,036
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$79,817,284
Contract administrator fees2021-12-31$3,661,388
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$4,786,588,173
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$4,428,588,052
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$2,208,380,136
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,037,607,435
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LUTZ AND COMPANY, PC
Accountancy firm EIN2021-12-31470625816
2020 : BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$782,288,375
Total unrealized appreciation/depreciation of assets2020-12-31$782,288,375
Total transfer of assets to this plan2020-12-31$148,836,323
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,133,607
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,994,097
Total income from all sources (including contributions)2020-12-31$410,062,550
Total loss/gain on sale of assets2020-12-31$-408,209,202
Total of all expenses incurred2020-12-31$340,084,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$326,721,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$4,980,611,004
Value of total assets at beginning of year2020-12-31$4,762,656,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,363,037
Total interest from all sources2020-12-31$5,342,788
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$30,462,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,193,505
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$612,178
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$583,904
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,633,915
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,414,821
Administrative expenses (other) incurred2020-12-31$8,897,212
Liabilities. Value of operating payables at end of year2020-12-31$1,133,607
Liabilities. Value of operating payables at beginning of year2020-12-31$1,994,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$69,978,379
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,979,477,397
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,760,662,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$4,462,460
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,076,385
Interest earned on other investments2020-12-31$30,375
Income. Interest from US Government securities2020-12-31$273,612
Income. Interest from corporate debt instruments2020-12-31$4,914,002
Value of interest in common/collective trusts at end of year2020-12-31$49,498,202
Value of interest in common/collective trusts at beginning of year2020-12-31$53,043,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,641,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$124,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,278,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,420,479
Asset value of US Government securities at end of year2020-12-31$404,510,040
Asset value of US Government securities at beginning of year2020-12-31$90,948,697
Net investment gain/loss from pooled separate accounts2020-12-31$3,884
Net investment gain or loss from common/collective trusts2020-12-31$174,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Income. Dividends from common stock2020-12-31$30,462,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$326,721,134
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$568,685
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$547,678
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$79,817,284
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$79,099,580
Contract administrator fees2020-12-31$3,272,320
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$4,428,588,052
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$4,528,521,552
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,425,212,057
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,833,421,259
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LUTZ AND COMPANY, PC
Accountancy firm EIN2020-12-31470625816
2019 : BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$671,016,210
Total unrealized appreciation/depreciation of assets2019-12-31$671,016,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,994,097
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$513,649
Total income from all sources (including contributions)2019-12-31$763,688,977
Total loss/gain on sale of assets2019-12-31$30,766,807
Total of all expenses incurred2019-12-31$427,621,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$407,063,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$4,762,656,792
Value of total assets at beginning of year2019-12-31$4,425,108,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,557,756
Total interest from all sources2019-12-31$5,458,220
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$55,324,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,286,237
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$275,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$583,904
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$561,961
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,414,821
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,086,877
Administrative expenses (other) incurred2019-12-31$16,108,771
Liabilities. Value of operating payables at end of year2019-12-31$1,994,097
Liabilities. Value of operating payables at beginning of year2019-12-31$513,649
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$3,510,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$336,067,896
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,760,662,695
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,424,594,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$3,076,385
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,013,880
Interest earned on other investments2019-12-31$30,375
Income. Interest from US Government securities2019-12-31$362,350
Income. Interest from corporate debt instruments2019-12-31$4,923,969
Value of interest in common/collective trusts at end of year2019-12-31$53,043,696
Value of interest in common/collective trusts at beginning of year2019-12-31$51,584,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$31,737,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$31,737,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$141,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,420,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,436,449
Asset value of US Government securities at end of year2019-12-31$90,948,697
Asset value of US Government securities at beginning of year2019-12-31$778,733,859
Net investment gain or loss from common/collective trusts2019-12-31$1,123,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from common stock2019-12-31$55,324,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$407,063,325
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$547,678
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$79,099,580
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$78,030,852
Contract administrator fees2019-12-31$3,162,748
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,528,521,552
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,470,137,337
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$30,766,807
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LUTZ AND COMPANY, PC
Accountancy firm EIN2019-12-31470625816
2018 : BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-836,179,486
Total unrealized appreciation/depreciation of assets2018-12-31$-836,179,486
Total transfer of assets to this plan2018-12-31$1,968,072,372
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$513,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$635,345
Total income from all sources (including contributions)2018-12-31$-359,226,271
Total loss/gain on sale of assets2018-12-31$447,245,115
Total of all expenses incurred2018-12-31$167,410,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$161,261,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$4,425,108,448
Value of total assets at beginning of year2018-12-31$2,983,794,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,148,797
Total interest from all sources2018-12-31$4,164,706
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$24,527,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,071,749
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$275,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$275,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$561,961
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$576,131
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,086,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,010,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$635,345
Administrative expenses (other) incurred2018-12-31$2,689,580
Liabilities. Value of operating payables at end of year2018-12-31$513,649
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$3,510,510
Total non interest bearing cash at beginning of year2018-12-31$327,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-526,636,760
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,424,594,799
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,983,159,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,013,880
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,607,039
Interest earned on other investments2018-12-31$35,927
Income. Interest from US Government securities2018-12-31$1,568,715
Income. Interest from corporate debt instruments2018-12-31$2,409,194
Value of interest in common/collective trusts at end of year2018-12-31$51,584,092
Value of interest in common/collective trusts at beginning of year2018-12-31$45,324,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$31,737,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$58,187,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$58,187,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$150,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,436,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,907,197
Asset value of US Government securities at end of year2018-12-31$778,733,859
Asset value of US Government securities at beginning of year2018-12-31$195,063,445
Net investment gain or loss from common/collective trusts2018-12-31$1,015,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from common stock2018-12-31$24,527,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$161,261,692
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$542,511
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$78,030,852
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$43,793,363
Contract administrator fees2018-12-31$1,387,468
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,470,137,337
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,632,180,331
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,628,831,766
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,181,586,651
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LUTZ AND COMPANY, PC
Accountancy firm EIN2018-12-31470625816

Form 5500 Responses for BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN

2022: BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberTFO 45252
Policy instance 4
Insurance contract or identification numberTFO 45252
Number of Individuals Covered19183
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP IMMEDIATE ANNUITY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number363548
Policy instance 3
Insurance contract or identification number363548
Number of Individuals Covered307
Insurance policy start date2022-01-01
Insurance policy end date2022-11-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12737
Policy instance 2
Insurance contract or identification numberSA 12737
Number of Individuals Covered3260
Insurance policy start date2022-01-01
Insurance policy end date2022-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403624
Policy instance 1
Insurance contract or identification number403624
Number of Individuals Covered119
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number363548
Policy instance 3
Insurance contract or identification number363548
Number of Individuals Covered316
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12737
Policy instance 2
Insurance contract or identification numberSA 12737
Number of Individuals Covered3287
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403624
Policy instance 1
Insurance contract or identification number403624
Number of Individuals Covered122
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12737
Policy instance 2
Insurance contract or identification numberSA 12737
Number of Individuals Covered3330
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403624
Policy instance 1
Insurance contract or identification number403624
Number of Individuals Covered124
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12737
Policy instance 2
Insurance contract or identification numberSA 12737
Number of Individuals Covered3386
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403624
Policy instance 1
Insurance contract or identification number403624
Number of Individuals Covered127
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12737
Policy instance 2
Insurance contract or identification numberSA 12737
Number of Individuals Covered3581
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403624
Policy instance 1
Insurance contract or identification number403624
Number of Individuals Covered131
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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