Litchfield, AZ Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Litchfield, AZ has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $1,042,055,762 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,042,055,762
- Total reported liabilities (EOY)
- $549,027
- Total reported net assets (EOY)
- $1,041,506,735
Contributions & income
- Employer contributions
- $29,226,684
- Participant contributions
- $2,180,665
- Total income / additions
- $162,836,171
Expenses & distributions
- Benefits paid / distributions
- $41,458,192
- Total expenses
- $46,628,747
- Net increase / (decrease)
- $116,207,424
Coverage
- Total reported participants
- 6,904
- Plans with financial statements
- 5
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Litchfield, AZ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Master Trust For Liberty Utilities Defined Benefit Pension Plans | Liberty Utilities Co. | $399,782,768 | 2023 |
| Liberty Utilities Defined Benefit Pension Plan | Liberty Utilities Co. | $392,875,125 | 2023 |
| The Empire District Electric Company Retiree Health Care Plan | Liberty Utilities Co. | $137,002,818 | 2023 |
| Liberty Utilities Cash Balance Pension Plan | Liberty Utilities Co. | $64,758,271 | 2023 |
| Liberty Utilities Health And Welfare Benefit Plan For Retirees | Liberty Utilities Co. | $47,636,780 | 2023 |
| Liberty Utilities Health And Welfare Benefit Plan For Actives | Liberty Utilities Co. | not reported in the loaded dataset | 2023 |
| Algonquin Power Fund (America) Inc. Health And Welfare Benefit Plan For Active Employees | Algonquin Power Fund (America), Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Litchfield → · Litchfield plans by participants → · Litchfield plans with financial data → · Litchfield plans with provider compensation → · $1B+ plans in Litchfield →
Related Form 5500 pages
- All AZ Form 5500 filings
- Master Trust For Liberty Utilities Defined Benefit Pension Plans (plan 001)
- Liberty Utilities Co. — all reported plans
- Liberty Utilities Defined Benefit Pension Plan (plan 007)
- Liberty Utilities Co. — all reported plans
- The Empire District Electric Company Retiree Health Care Plan (plan 514)
- Liberty Utilities Co. — all reported plans
- Liberty Utilities Cash Balance Pension Plan (plan 009)
- Liberty Utilities Health And Welfare Benefit Plan For Retirees (plan 502)
- Liberty Utilities Health And Welfare Benefit Plan For Actives (plan 501)
- Algonquin Power Fund (America) Inc. Health And Welfare Benefit Plan For Active Employees (plan 501)
- Algonquin Power Fund (America), Inc. — all reported plans
- Methodology
- Data sources