2023 Form 5500 filing — Unitil Corporation Tax Deferred Savings And Investment Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709123701NAL0015386193002) for Unitil Corporation Tax Deferred Savings And Investment Plan, reported by Unitil Corporation under EIN 02-0381573 and plan number 002. It reports 676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709123701NAL0015386193002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unitil Corporation
- EIN
- 02-0381573
- Plan number
- 002
- Location
- Hampton, NH
- Participants
- 676
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $138,406,673
- Net assets (EOY)
- $138,406,673
- Employer contributions
- $4,005,717
- Participant contributions
- $5,654,053
- Total income / additions
- $29,324,273
- Benefits paid
- $10,738,704
- Administrative expenses
- $203,022
- Total expenses
- $10,943,365
- Net increase / (decrease)
- $18,380,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | NONE | $143,022 | $0 |
| Global Retirement Partners LLC | NONE | $60,000 | not reported in the loaded dataset |