2023 Form 5500 filing — Aquarion Company Insurance 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 20241015182517NAL0049342960001) for Aquarion Company Insurance Plan, reported by Aquarion Company under EIN 06-0852232 and plan number 501. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182517NAL0049342960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aquarion Company
- EIN
- 06-0852232
- Plan number
- 501
- Location
- Bridgeport, CT
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,640,782
- Total liabilities (EOY)
- $206,488
- Net assets (EOY)
- $15,434,294
- Employer contributions
- $8,262,689
- Participant contributions
- $1,192,336
- Total income / additions
- $10,655,533
- Benefits paid
- $9,727,183
- Administrative expenses
- $232,800
- Total expenses
- $9,959,983
- Net increase / (decrease)
- $695,550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health & Life Insurance Co | NONE | $56,301 | not reported in the loaded dataset |
| Sei Private Trust Company | NONE | $29,850 | not reported in the loaded dataset |