2023 Form 5500 filing — Liberty Utilities National 401(K) 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 20241015074143NAL0055098914001) for Liberty Utilities National 401(K) Plan, reported by Liberty Utilities Service Corp. under EIN 33-1224978 and plan number 001. It reports 2,879 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074143NAL0055098914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Utilities Service Corp.
- EIN
- 33-1224978
- Plan number
- 001
- Location
- Litchfield Park, AZ
- Participants
- 2,879
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $395,891,621
- Total liabilities (EOY)
- $294,736
- Net assets (EOY)
- $395,596,885
- Employer contributions
- $11,368,855
- Participant contributions
- $21,683,229
- Total income / additions
- $95,486,310
- Benefits paid
- $35,045,750
- Administrative expenses
- $415,009
- Total expenses
- $35,466,085
- Net increase / (decrease)
- $60,020,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Actuarial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $0 | $176,891 |
| Royal Alliance Associates, Inc. | BROKER/DEALER | $0 | $120,000 |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISOR | $108,265 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $69,597 | $0 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $48,192 | $0 |