2023 Form 5500 filing — Colonial Pipeline Company 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 20241010143414NAL0021257521001) for Colonial Pipeline Company Retirement Plan, reported by Colonial Pipeline Company under EIN 58-0863362 and plan number 001. It reports 468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$78.5MReported net assets$78,478,060
Participants468
Provider compensation$249.8K4 Schedule C row(s)$249,772
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010143414NAL0021257521001
Plan sponsor
Colonial Pipeline Company
EIN
58-0863362
Plan number
001
Location
Alpharetta, GA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$78.5M total assets
Net assets$78.5MLiabilities$0
Money in vs. money out
Total income / additions$10.6M
Total expenses$4.1M
Benefits paid / distributions$3.8M
Contributions
Employer$4M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$78,478,060
Total liabilities (EOY)
$0
Net assets (EOY)
$78,478,060
Employer contributions
$4,000,000
Total income / additions
$10,609,919
Benefits paid
$3,833,330
Administrative expenses
$294,699
Total expenses
$4,128,029
Net increase / (decrease)
$6,481,890

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Buck Global, LLCNONE$102,723not reported in the loaded dataset
Mercer Investments LLCFIDUCIARY$77,775not reported in the loaded dataset
Northern Trust CorporationNONE$40,307$0
Principal Trust CompanyNONE$28,967$0

Related Form 5500 pages