Plan5500

Medical And Dental Plan For Union Employees Aquarion Water Company Of Ct, Ma, & Nh — 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, Medical And Dental Plan For Union Employees Aquarion Water Company Of Ct, Ma, & Nh is a benefit plan reported by Aquarion Company under EIN 06-0852232 and plan number 502. The latest loaded filing year is 2023. The filing reports 46 participants and $14,723,419 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aquarion Company
EIN
06-0852232
Plan number
502
Plan type
2
Location
Bridgeport, CT
Latest filing year
2023
Participants
46
End-of-year plan assets
$14,723,419

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202346I, C20241014102503NAL0027019777001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$14,723,419
Net assets (EOY)
$14,723,419
Net assets (BOY)
$13,680,036

Income & contributions

Employer contributions
$546,000
Total income / additions
$1,628,527

Expenses & distributions

Benefits paid
$547,916
Administrative expenses
$37,228
Total expenses
$585,144
Net increase / (decrease)
$1,043,383

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei Trust CompanyNONE$28,501not reported in the loaded dataset2023
Wells FargoNONE$8,727not reported in the loaded dataset2023
Cigna Health & Life Insurance CoNONEnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages