2023 Form 5500 filing — National Fuel Gas Distribution Corp. - Ny Division Voluntary Employees' Beneficiary Assoc. For Collectively Bargained Employees
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 20250710084911NAL0014736354001) for National Fuel Gas Distribution Corp. - Ny Division Voluntary Employees' Beneficiary Assoc. For Collectively Bargained Employees, reported by National Fuel Gas Company under EIN 13-1086010 and plan number 515. It reports 845 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710084911NAL0014736354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Fuel Gas Company
- EIN
- 13-1086010
- Plan number
- 515
- Location
- Williamsville, NY
- Participants
- 845
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $192,326,400
- Total liabilities (EOY)
- $828,095
- Net assets (EOY)
- $191,498,305
- Participant contributions
- $1,253,551
- Total income / additions
- $28,606,353
- Benefits paid
- $11,284,508
- Administrative expenses
- $462,797
- Total expenses
- $11,747,305
- Net increase / (decrease)
- $16,859,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark Bluecross Blueshield Of Wn | CONTRACT ADMIN | $346,441 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | TRUSTEE | $5,500 | $93,762 |
| Innovative Rx Strategies, LLC | CONTRACT ADMIN | $33,626 | not reported in the loaded dataset |
| Cvs Caremark | CLAIMS PROCESSING | $25,002 | not reported in the loaded dataset |
| Towers Watson Investment Services | CONSULTANT | $17,545 | not reported in the loaded dataset |
| Blackrock Institutional Trust Comp | INVESTMENT MANAGER | $11,028 | $0 |
| Walsh Duffield Companies | CONSULTANT | $8,611 | not reported in the loaded dataset |
| Immediate Mailing Services | MAILING SERVICES | $5,076 | not reported in the loaded dataset |