2023 Form 5500 filing — Retirement Plan For Employees Of Aquarion Company
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 20241015175706NAL0015206131001) for Retirement Plan For Employees Of Aquarion Company, reported by Aquarion Company under EIN 06-0852232 and plan number 001. It reports 540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175706NAL0015206131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aquarion Company
- EIN
- 06-0852232
- Plan number
- 001
- Location
- Bridgeport, CT
- Participants
- 540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $150,027,498
- Total liabilities (EOY)
- $16,756
- Net assets (EOY)
- $150,010,742
- Employer contributions
- $5,000,000
- Total income / additions
- $16,574,585
- Benefits paid
- $7,402,142
- Administrative expenses
- $748,044
- Total expenses
- $8,150,186
- Net increase / (decrease)
- $8,424,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Trust Company | NONE | $191,043 | not reported in the loaded dataset |
| Aon Consulting Inc | NONE | $67,141 | not reported in the loaded dataset |