2023 Form 5500 filing — Atmos Energy Corporation Pension Account 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 20241010151253NAL0010174643001) for Atmos Energy Corporation Pension Account Plan, reported by Atmos Energy Corporation under EIN 75-1743247 and plan number 003. It reports 4,493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151253NAL0010174643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atmos Energy Corporation
- EIN
- 75-1743247
- Plan number
- 003
- Location
- Dallas, TX
- Participants
- 4,493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $547,162,981
- Total liabilities (EOY)
- $428,780
- Net assets (EOY)
- $546,734,201
- Employer contributions
- $5,000,000
- Total income / additions
- $75,634,643
- Benefits paid
- $34,847,732
- Administrative expenses
- $2,787,256
- Total expenses
- $37,634,988
- Net increase / (decrease)
- $37,999,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | ACTUARY | $518,283 | not reported in the loaded dataset |
| Brown Advisory | INVESTMENT MANAGER | $329,173 | $1,852 |
| Wedge Capital | INVESTMENT MANAGER | $287,878 | $22,736 |
| State Street Retiree Services | RECORDKEEPER | $253,364 | not reported in the loaded dataset |
| Systematic Financial Management | INVESTMENT MANAGER | $245,121 | $1,520 |
| Eagle Asset | INVESTMENT MANAGER | $199,809 | $6,454 |
| Acadian Intl Small Cap | INVESTMENT MANAGER | $155,659 | $17,499 |
| Western Asset | INVESTMENT MANAGER | $112,115 | not reported in the loaded dataset |
| Agincourt | INVESTMENT MANAGER | $110,073 | not reported in the loaded dataset |
| Lcg Associates | CONSULTANT | $61,421 | not reported in the loaded dataset |
| State Street Global Advisors | CUSTODIAN | $49,467 | $232 |
| Whitley Penn Llp | AUDITOR | $38,670 | not reported in the loaded dataset |