Retirement Plan For Employees Of Aquarion Company — Form 5500 plan (Aquarion Company)
Plain-English plan 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, Retirement Plan For Employees Of Aquarion Company is a benefit plan reported by Aquarion Company under EIN 06-0852232 and plan number 001. The latest loaded filing year is 2023. The filing reports 540 participants and $150,027,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aquarion Company
- EIN
- 06-0852232
- Plan number
- 001
- Plan type
- 2
- Location
- Bridgeport, CT
- Latest filing year
- 2023
- Participants
- 540
- End-of-year plan assets
- $150,027,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 540 | H, C | 20241015175706NAL0015206131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $150,027,498
- Total liabilities (EOY)
- $16,756
- Net assets (EOY)
- $150,010,742
- Net assets (BOY)
- $141,586,343
Income & contributions
- Employer contributions
- $5,000,000
- Total contributions
- $5,000,000
- Total income / additions
- $16,574,585
Expenses & distributions
- Benefits paid
- $7,402,142
- Administrative expenses
- $748,044
- Total expenses
- $8,150,186
- Net increase / (decrease)
- $8,424,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Trust Company | NONE | $191,043 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc | NONE | $67,141 | not reported in the loaded dataset | 2023 |