2023 Form 5500 filing — Ugi Utilities, Inc. Health And Welfare Program For Retired Employees And Their Dependents
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 20241203155244NAL0001686819001) for Ugi Utilities, Inc. Health And Welfare Program For Retired Employees And Their Dependents, reported by Ugi Utilities, Inc. under EIN 23-1174060 and plan number 518. It reports 749 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241203155244NAL0001686819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ugi Utilities, Inc.
- EIN
- 23-1174060
- Plan number
- 518
- Location
- Denver, PA
- Participants
- 749
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,252,890
- Total liabilities (EOY)
- $249,583
- Net assets (EOY)
- $19,003,307
- Participant contributions
- $3,600
- Total income / additions
- $3,239,551
- Benefits paid
- $279,907
- Administrative expenses
- $269,985
- Total expenses
- $549,892
- Net increase / (decrease)
- $2,689,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Delaware, Inc. | NONE | $36,000 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $32,233 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $20,835 | not reported in the loaded dataset |
| Mercer (Us), Inc. | NONE | $19,465 | not reported in the loaded dataset |
| Extend Health Inc. | NONE | $5,256 | not reported in the loaded dataset |