2023 Form 5500 filing — Medical And Dental Plan For Union Employees Aquarion Water Company Of Ct, Ma, & Nh
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 20241014102503NAL0027019777001) for Medical And Dental Plan For Union Employees Aquarion Water Company Of Ct, Ma, & Nh, reported by Aquarion Company under EIN 06-0852232 and plan number 502. It reports 46 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102503NAL0027019777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aquarion Company
- EIN
- 06-0852232
- Plan number
- 502
- Location
- Bridgeport, CT
- Participants
- 46
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,723,419
- Net assets (EOY)
- $14,723,419
- Employer contributions
- $546,000
- Total income / additions
- $1,628,527
- Benefits paid
- $547,916
- Administrative expenses
- $37,228
- Total expenses
- $585,144
- Net increase / (decrease)
- $1,043,383
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Trust Company | NONE | $28,501 | not reported in the loaded dataset |
| Wells Fargo | NONE | $8,727 | not reported in the loaded dataset |
| Cigna Health & Life Insurance Co | NONE | not reported in the loaded dataset | not reported in the loaded dataset |