2023 Form 5500 filing — Energy North Retirement 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 20240807162034NAL0002211331001) for Energy North Retirement Plan, reported by Energy North, Inc. under EIN 04-2748522 and plan number 001. It reports 838 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807162034NAL0002211331001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Energy North, Inc.
- EIN
- 04-2748522
- Plan number
- 001
- Location
- Lawrence, MA
- Participants
- 838
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,635,260
- Net assets (EOY)
- $17,635,260
- Employer contributions
- $902,429
- Participant contributions
- $1,762,147
- Total income / additions
- $5,648,980
- Benefits paid
- $1,624,784
- Administrative expenses
- $65,448
- Total expenses
- $1,690,232
- Net increase / (decrease)
- $3,958,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,522 | $0 |
| Summit Financial Corporation | FIDUCIARY ADVISOR AND TPA | $15,511 | $0 |
| Global Retirement Partners LLC | ADVISORS BROKER DEALER | $14,606 | $0 |
| Rpw Solutions LLC | FIDUCIARY ADVISOR AND TPA | $5,788 | $0 |