2023 Form 5500 filing — Retirement Income Plan For Employees Of Ugi Utilities, Inc.
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 20241015122533NAL0049373840001) for Retirement Income Plan For Employees Of Ugi Utilities, Inc., reported by Ugi Utilities, Inc. under EIN 23-1174060 and plan number 001. It reports 3,339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122533NAL0049373840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ugi Utilities, Inc.
- EIN
- 23-1174060
- Plan number
- 001
- Location
- Denver, PA
- Participants
- 3,339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $514,135,418
- Total liabilities (EOY)
- $291,627
- Net assets (EOY)
- $513,843,791
- Employer contributions
- $15,531,552
- Total income / additions
- $66,928,375
- Benefits paid
- $32,832,254
- Administrative expenses
- $3,466,948
- Total expenses
- $36,299,202
- Net increase / (decrease)
- $30,629,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $696,861 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $133,749 | $0 |
| Mercer (U.S.) Inc. | NONE | $132,046 | $0 |
| Crowe Llp | NONE | $23,153 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause, Llp | NONE | -$6,005 | not reported in the loaded dataset |