2023 Form 5500 filing — Iroquois Pipeline Operating Company Cash Balance 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 20241009112039NAL0032517904001) for Iroquois Pipeline Operating Company Cash Balance Retirement Plan, reported by Iroquois Pipeline Operating Company under EIN 06-1266157 and plan number 002. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009112039NAL0032517904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iroquois Pipeline Operating Company
- EIN
- 06-1266157
- Plan number
- 002
- Location
- Shelton, CT
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,362,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,362,629
- Employer contributions
- $1,300,000
- Total income / additions
- $7,002,385
- Benefits paid
- $442,999
- Administrative expenses
- $106,476
- Total expenses
- $549,475
- Net increase / (decrease)
- $6,452,910
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors, Inc | NONE | $106,476 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $9,528 |