2023 Form 5500 filing — Liberty Utilities Defined Benefit Pension 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 20241015102521NAL0047356176001) for Liberty Utilities Defined Benefit Pension Plan, reported by Liberty Utilities Co. under EIN 27-4444001 and plan number 007. It reports 1,977 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102521NAL0047356176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Utilities Co.
- EIN
- 27-4444001
- Plan number
- 007
- Location
- Litchfield, AZ
- Participants
- 1,977
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $392,875,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $392,875,125
- Employer contributions
- $10,448,000
- Total income / additions
- $60,980,471
- Benefits paid
- $25,964,947
- Administrative expenses
- $2,526,817
- Total expenses
- $28,491,764
- Net increase / (decrease)
- $32,488,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz | NONE | $459,680 | not reported in the loaded dataset |
| Cbiz Investment Advisory Services | NONE | $231,195 | not reported in the loaded dataset |
| Benefit Trust Company | NONE | $147,223 | not reported in the loaded dataset |
| Riverbridge Partners, LLC | NONE | $102,442 | not reported in the loaded dataset |
| Copeland | NONE | $66,691 | not reported in the loaded dataset |
| John Hancock | NONE | $16,079 | not reported in the loaded dataset |