Plan5500

National Fuel Gas Company Retirement Plan — Form 5500 plan (National Fuel Gas 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, National Fuel Gas Company Retirement Plan is a benefit plan reported by National Fuel Gas Company under EIN 13-1086010 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,801 participants and $1,060,059,779 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Fuel Gas Company
EIN
13-1086010
Plan number
001
Plan type
2
Location
Williamsville, NY
Latest filing year
2023
Participants
3,801
End-of-year plan assets
$1,060,059,779

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,801H, C20240514121457NAL0080223042001
20233,728H, C20240214092427NAL0013051633001
20233,639H, C20240214092629NAL0047740401001
20233,868H, C20240627094940NAL0010012513001
20234,276H, C20240627093903NAL0010009185001
20234,216H, C20240627094120NAL0014588448001
20234,151H, C20240627094132NAL0010905489001
20234,074H, C20240627094249NAL0014133904001
20234,015H, C20240627094426NAL0010907169001
20233,937H, C20240627094631NAL0006486371001
20233,247H, C20240919134734NAL0010574928001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$941,082,212
Total liabilities (EOY)
$10,492,438
Net assets (EOY)
$930,589,774
Net assets (BOY)
$948,322,632

Income & contributions

Employer contributions
$18,137,923
Total contributions
$18,137,923
Total income / additions
$46,274,311

Expenses & distributions

Benefits paid
$59,574,185
Administrative expenses
$4,432,984
Total expenses
$64,007,169
Net increase / (decrease)
-$17,732,858

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Benefit Guaranty CorpINSURANCE$1,146,501not reported in the loaded dataset2023
Pgim Inc.INVESTMENT MGMT$1,025,748not reported in the loaded dataset2023
Pension Benefit Guaranty CorpINSURANCE$977,259not reported in the loaded dataset2023
Pension Benefit Guaranty CorpINSURANCE$858,855not reported in the loaded dataset2023
Pension Benefit Guaranty CorpINSURANCE$699,756not reported in the loaded dataset2023
Pgim Inc.INVESTMENT MGMT$677,288not reported in the loaded dataset2023
Axiom International Investors LLCINVESTMENT MGMT$612,852$02023
Eagle Capital Management, LLCINVESTMENT MGMT$608,890$02023
J.P. Morgan Asset ManagementINVESTMENT MGMT$595,973not reported in the loaded dataset2023
Eagle Capital Management, LLCINVESTMENT MGMT$556,992$02023
Pgim, Inc.INVESTMENT MGMT$547,118not reported in the loaded dataset2023
Eagle Capital Management, LLCINVESTMENT MGMT$511,147$02023
Pgim, Inc.INVESTMENT MGMT$489,800not reported in the loaded dataset2023
Axiom International Investors LLCINVESTMENT MGMT$483,020$02023
Eagle Capital Management, LLCINVESTMENT MGMT$480,979$02023
Axiom International Investors LLCINVESTMENT MGMT$477,929$02023
Axiom International Investors LLCINVESTMENT MGMT$468,072$02023
Axiom International Investors LLCINVESTMENT MGMT$460,038$02023
Pgim, Inc.INVESTMENT MGMT$452,210not reported in the loaded dataset2023
Prudential Trust CompanyINVESTMENT MGMT$425,722not reported in the loaded dataset2023
Axiom International Investors LLCINVESTMENT MGMT$424,328not reported in the loaded dataset2023
Brandywine Global Investment, LLCINVESTMENT MGMT$401,732$02023
Axiom International Investors LLCINVESTMENT MGMT$387,393not reported in the loaded dataset2023
Axiom International Investors LLCINVESTMENT MGMT$383,003not reported in the loaded dataset2023
Axiom International Investors LLCINVESTMENT MGMT$382,302$02023
Westfield Capital Mgmt Co, LpINVESTMENT MGMT$379,195$02023
Westfield Capital Mgmt Co, LpINVESTMENT MGMT$377,431not reported in the loaded dataset2023
Eagle Capital Management, LLCINVESTMENT MGMT$375,768$02023
Brandywine Global Investment MgmtINVESTMENT MGMT$374,689$02023
Westfield Capital Mgmt Co, L.P.INVESTMENT MGMT$373,799$02023
Brandywine Global Investment MgmtINVESTMENT MGMT$372,316$02023
Westfield Capital Mgmt Co, L.P.INVESTMENT MGMT$369,539$02023
Brandywine Global Investment, LLCINVESTMENT MGMT$366,083$02023
Brandywine Global Investment MgmtINVESTMENT MGMT$365,237$02023
Brandywine Global Investment, LLCINVESTMENT MGMT$360,762not reported in the loaded dataset2023
Eagle Capital Management, LLCINVESTMENT MGMT$359,401$02023
Westfield Capital Mgmt Co, L.P.INVESTMENT MGMT$358,667$02023
Brandywine Global Investment MgmtINVESTMENT MGMT$355,777$02023
Altrinsic Global Advisors, LLC.INVESTMENT MGMT$344,816$02023
Axiom International Investors LLCINVESTMENT MGMT$329,453not reported in the loaded dataset2023
Northern Trust CompanyTRUSTEE$324,412not reported in the loaded dataset2023
Brandywine Global Investment, LLCINVESTMENT MGMT$323,524not reported in the loaded dataset2023
Victory Capital Management Inc.INVESTMENT MGMT$315,474$02023
Westfield Capital Mgmt Co, LpINVESTMENT MGMT$315,076not reported in the loaded dataset2023
Westfield Capital Mgmt Co., L.P.INVESTMENT MGMT$315,010$02023
Tradewinds Nwq Global InvestorsINVESTMENT MGMT$313,282not reported in the loaded dataset2023
Victory Capital Management Inc.INVESTMENT MGMT$311,400$02023
Brandywine Global Investment, LLCINVESTMENT MGMT$309,657not reported in the loaded dataset2023
Altrinsic Global Advisors, LLCINVESTMENT MGMT$309,089$02023
Westfield Capital Management Co, LpINVESTMENT MGMT$306,913not reported in the loaded dataset2023
Schneider Capital ManagementINVESTMENT MGMT$301,913not reported in the loaded dataset2023
Westfield Capital Management Co, LpINVESTMENT MGMT$300,780not reported in the loaded dataset2023
Pension Benefit Guaranty CorpINSURANCE$298,528not reported in the loaded dataset2023
Eagle Capital Management, LLCINVESTMENT MGMT$293,688not reported in the loaded dataset2023
Brandywine Global Investment, LLCINVESTMENT MGMT$290,125not reported in the loaded dataset2023
Altrinsic Global Advisors, LLC.INVESTMENT MGMT$286,497$02023
Tradewinds Nwq Global InvestorsINVESTMENT MGMT$282,397not reported in the loaded dataset2023
Victory Capital Management Inc.INVESTMENT MGMT$280,242$02023
Macquarie Investment Mgmt AdvisersINVESTMENT MGMT$275,702$02023
Macquarie Investment Mgmt AdvisersINVESTMENT MGMT$274,336$02023
Altrinsic Global Advisors, LLCINVESTMENT MGMT$268,089$02023
Schneider Capital ManagementINVESTMENT MGMT$259,491not reported in the loaded dataset2023
Integrity Asset Management, LLCINVESTMENT ADV$255,274$02023
Prudential Trust CompanyINVESTMENT MGMT$249,655not reported in the loaded dataset2023
Westfield Capital Mgmt Co., L.P.INVESTMENT MGMT$248,926$02023
Lord Abbett & CoINVESTMENT MGMT$247,492not reported in the loaded dataset2023
Eagle Capital Management, LLCINVESTMENT MGMT$243,600not reported in the loaded dataset2023
J.P. Morgan Chase Bank, N.A.TRUSTEE$107,362$136,2222023
Towers Watson Investment ServicesCONSULTANT$243,093not reported in the loaded dataset2023
Eagle Capital Management, LLCINVESTMENT MGMT$241,268not reported in the loaded dataset2023
Victory Capital Management Inc.INVESTMENT MGMT$240,414$02023
J.P. Morgan Chase Bank, N.A.TRUSTEE$171,625$66,0862023
Delaware Investment AdvisorsINVESTMENT MGMT$237,233$02023
Towers Watson Investment ServicesCONSULTANT$237,021not reported in the loaded dataset2023
Delaware Management Business TrustINVESTMENT MGMT$235,213$02023
Towers Watson Investment ServicesCONSULTANT$230,000not reported in the loaded dataset2023
Tradewinds Global Investors, LLCINVESTMENT MGMT$228,649not reported in the loaded dataset2023
Schneider Capital ManagementINVESTMENT MGMT$226,765not reported in the loaded dataset2023
Towers Watson Investment ServicesCONSULTANT$225,372not reported in the loaded dataset2023
W.H. ReavesINVESTMENT MGMT$165,325$58,4492023
Schneider Capital ManagementINVESTMENT MGMT$219,518not reported in the loaded dataset2023
Integrity Asset ManagementINVESTMENT MGMT$215,114$02023
W.H. Reaves & Co.INVESTMENT MGMT$212,415not reported in the loaded dataset2023
J.P. Morgan Asset ManagementINVESTMENT MGMT$212,267$1152023
J.P. Morgan Chase Bank, N.A.TRUSTEE$172,747$38,7712023
Eagle Capital Management, LLCINVESTMENT MGMT$209,945not reported in the loaded dataset2023
Lord Abbett & CoINVESTMENT MGMT$208,920not reported in the loaded dataset2023
Ubs Global Asset ManagementINVESTMENT MGMT$205,405not reported in the loaded dataset2023
Delaware Management Business TrustINVESTMENT MGMT$202,985$02023
Towers WatsonCONSULTANT$202,327not reported in the loaded dataset2023
Towers Watson Investment ServicesCONSULTANT$201,262not reported in the loaded dataset2023
Ubs Global Asset ManagementINVESTMENT MGMT$196,644not reported in the loaded dataset2023
Altrinsic International Eq Port, LpINVESTMENT MGMT$193,714$02023
Towers WatsonCONSULTANT$190,147not reported in the loaded dataset2023
Towers WatsonCONSULTANT$189,238not reported in the loaded dataset2023
Towers WatsonCONSULTANT$187,587not reported in the loaded dataset2023
Towers WatsonINVESTMENT MGMT$187,357not reported in the loaded dataset2023
W.H. Reaves & Co.INVESTMENT MGMT$186,102not reported in the loaded dataset2023
W.H. ReavesINVESTMENT MGMT$173,896$9,2752023
Delaware Management Business TrustINVESTMENT MGMT$177,488not reported in the loaded dataset2023
Macquarie Investment Mgmt AdvisorsINVESTMENT MGMT$174,994$02023
Ubs Global Asset ManagementINVESTMENT MGMT$171,742not reported in the loaded dataset2023
Ubs Global Asset ManagementINVESTMENT MGMT$171,588not reported in the loaded dataset2023
J.P. Morgan Chase Bank, N.A.TRUSTEE$140,024$31,0862023
J.P. Morgan Chase Bank, N.A.TRUSTEE$139,588$29,8052023
Global Thematic Partners LLCINVESTMENT MGMT$168,991not reported in the loaded dataset2023
Janus Capital Management LLCINVESTMENT MGMT$167,751not reported in the loaded dataset2023
Delaware Management CompanyINVESTMENT ADV$165,380not reported in the loaded dataset2023
Janus Capital Management LLCINVESTMENT MGMT$164,817$02023
Global Thematic Partners LLCINVESTMENT MGMT$161,668not reported in the loaded dataset2023
Sustainable Growth Advisers, LpINVESTMENT MGMT$160,458$02023
Janus Capital Management LLCINVESTMENT MGMT$159,121$02023
J.P. Morgan Chase Bank, N.A.TRUSTEE$134,343$24,7452023
W.H. Reaves & Co.INVESTMENT MGMT$155,092$02023
Debevoise & Plimpton LlpATTORNEY$153,675not reported in the loaded dataset2023
T. Rowe Price Trust CompanyINVESTMENT MGMT$153,504not reported in the loaded dataset2023
Altrinsic International Eq Port, LpINVESTMENT MGMT$151,201$02023
Global Thematic Partners LLCINVESTMENT MGMT$148,144not reported in the loaded dataset2023
Delaware Management Business TrustINVESTMENT MGMT$144,788not reported in the loaded dataset2023
MercerACTUARY$144,128not reported in the loaded dataset2023
Marvin & Palmer Assoc Inc Gl. Eq.INVESTMENT MGMT$142,160not reported in the loaded dataset2023
J.P. Morgan Chase Bank, N.A.TRUSTEE$137,300$5712023
J.P. Morgan Chase Bank, N.A.TRUSTEE$135,162$02023
Deutsche Invest Mgmt America, Inc.INVESTMENT MGMT$128,970$5,1992023
Integrity Asset Management, LLCINVESTMENT ADV$133,962not reported in the loaded dataset2023
Global Thematic Partners LLCINVESTMENT MGMT$133,132not reported in the loaded dataset2023
J.P. Morgan Chase Bank, N.A.TRUSTEE$99,950$30,2502023
T. Rowe Price Trust CompanyINVESTMENT MGMT$129,797not reported in the loaded dataset2023
Northern Trust CompanyTRUSTEE$128,252not reported in the loaded dataset2023
Global Thematic Partners LLCINVESTMENT MGMT$127,207not reported in the loaded dataset2023
Altrinsic International Eq Port, LpINVESTMENT MGMT$126,510not reported in the loaded dataset2023
Global Thematic Partners LLCINVESTMENT MGMT$124,371not reported in the loaded dataset2023
T. Rowe Price Trust CompanyINVESTMENT MGMT$121,826not reported in the loaded dataset2023
Metropolitan West Asset ManagementINVESTMENT MGMT$119,556not reported in the loaded dataset2023
Schneider Capital ManagementINVESTMENT MGMT$119,539$02023
J.P. Morgan Chase Bank, N.A.TRUSTEE$114,875$02023
IntechINVESTMENT MGMT$112,084not reported in the loaded dataset2023
T. Rowe Price Trust CompanyINVESTMENT MGMT$110,723not reported in the loaded dataset2023
MercerACTUARY$108,287not reported in the loaded dataset2023
Metropolitan West Asset ManagementINVESTMENT MGMT$103,763not reported in the loaded dataset2023
Delaware Management CompanyINVESTMENT ADV$103,114not reported in the loaded dataset2023
Ivins, Phillips & BarkerATTORNEY$101,624not reported in the loaded dataset2023
Metropolitan West Asset Mgmt, LLCINVESTMENT MGMT$99,823$02023
The Tcw Group, Inc.INVESTMENT MGMT$98,814$02023
MercerACTUARY$98,348not reported in the loaded dataset2023
Metropolitan West Asset ManagementINVESTMENT MGMT$98,019not reported in the loaded dataset2023
The Tcw Group, Inc.INVESTMENT MGMT$96,257$02023
IntechINVESTMENT MGMT$94,500not reported in the loaded dataset2023
Callan Associates, Inc.CONSULTANT$93,775not reported in the loaded dataset2023
Ivins, Phillips & BarkerATTORNEY$93,014not reported in the loaded dataset2023
The Tcw Group, Inc.INVESTMENT MGMT$90,756$02023
MercerACTUARY$87,660not reported in the loaded dataset2023
Janus Capital Corp.INVESTMENT MGMT$87,359not reported in the loaded dataset2023
Metropolitan West Asset Mgmt LLCINVESTMENT MGMT$86,091$02023
Stockbridge Capital Group, LLCINVESTMENT MGMT$84,580not reported in the loaded dataset2023
Towers WatsonINVESTMENT MGMT$79,961not reported in the loaded dataset2023
Janus Capital Corp.INVESTMENT MGMT$79,432not reported in the loaded dataset2023
Ivins Phillips & BarkerATTORNEY$78,256not reported in the loaded dataset2023
MercerACTUARY$77,164not reported in the loaded dataset2023
Ubs Global Asset ManagementINVESTMENT MGMT$75,396$02023
MercerACTUARY$75,304not reported in the loaded dataset2023
Stockbridge Capital Group, LLCINVESTMENT MGMT$75,222not reported in the loaded dataset2023
Victory Capital ManagementINVESTMENT MGMT$73,670$02023
Blackrock Institutional Trust Co.INVESTMENT MGMT$72,318$02023
Ivins, Phillips & BarkerATTORNEY$69,020not reported in the loaded dataset2023
Wellington TrustINVESTMENT MGMT$64,035$02023
MercerACTUARY$62,576not reported in the loaded dataset2023
Blackrock Institutional Trust Co.INVESTMENT MGMT$61,136$02023
Blackrock Institutional Trust Co.INVESTMENT MGMT$60,859$02023
Mercer (Us) LLCACTUARY$60,000not reported in the loaded dataset2023
Earnings Determine Market PriceINVESTMENT MGMT$59,778not reported in the loaded dataset2023
W.H. Reaves & Co.INVESTMENT MGMT$59,050not reported in the loaded dataset2023
Blackrock Institutional Trust Co.INVESTMENT MGMT$58,893$02023
Ivins, Phillips & BarkerATTORNEY$58,881not reported in the loaded dataset2023
Northern Trust Co Of ConnecticutINVESTMENT MGMT$57,791not reported in the loaded dataset2023
Earnings Determine Market PriceINVESTMENT MGMT$55,916not reported in the loaded dataset2023
Janus Capital Management LLCINVESTMENT MGMT$55,392not reported in the loaded dataset2023
Stockbridge Capital Group LLCINVESTMENT MGMT$51,949not reported in the loaded dataset2023
T. Rowe Price Trust CompanyINVESTMENT MGMT$49,915$02023
InstinetBROKER$0$48,0222023
MercerACTUARY$43,247not reported in the loaded dataset2023
Ivins, Phillips & BarkerATTORNEY$42,146not reported in the loaded dataset2023
Stockbridge Capital Group, LLCINVESTMENT MGMT$41,695not reported in the loaded dataset2023
MercerACTUARY$40,895not reported in the loaded dataset2023
Blackrock Institutional Trust Co.INVESTMENT MGMT$40,404$02023
Prudential Trust CompanyINVESTMENT MGMT$39,656not reported in the loaded dataset2023
BlackrockINVESTMENT MGMT$39,276not reported in the loaded dataset2023
Northern Trust Co Of ConnecticutINVESTMENT MGMT$39,275not reported in the loaded dataset2023
Edmp IncINVESTMENT MGMT$38,649not reported in the loaded dataset2023
Altrinsic International Eq Port, LpINVESTMENT MGMT$36,783not reported in the loaded dataset2023
Ivins PhillipsATTORNEY$34,474not reported in the loaded dataset2023
IntechINVESTMENT MGMT$33,272not reported in the loaded dataset2023
Tcw Investment Management Co.INVESTMENT MGMT$31,764not reported in the loaded dataset2023
Stockbridge Capital Group LLCINVESTMENT MGMT$31,095not reported in the loaded dataset2023
Ivins, Phillips & BarkerATTORNEY$30,910not reported in the loaded dataset2023
Phillips Lytle LlpATTORNEY$30,888not reported in the loaded dataset2023
Prudential Trust CompanyINVESTMENT MGMT$27,113not reported in the loaded dataset2023
Wellington TrustINVESTMENT MGMT$26,981$02023
Janus Capital Management LLCINVESTMENT MGMT$25,845$02023
MercerACTUARY$25,043not reported in the loaded dataset2023
Mellon Capital ManagementINVESTMENT MGMT$22,417not reported in the loaded dataset2023
The Bonadio GroupAUDITOR$22,000not reported in the loaded dataset2023
Credit Suisse First Boston CorpBROKER$0$21,7212023
Stockbridge Capital Group LLCINVESTMENT MGMT$20,850not reported in the loaded dataset2023
Global Thematic Partners LLCINVESTMENT MGMT$20,581not reported in the loaded dataset2023
The Bonadio GroupAUDITOR$19,380not reported in the loaded dataset2023
Mellon Capital Mgmt. Corp.INVESTMENT MGMT$19,209not reported in the loaded dataset2023
The Bonadio GroupAUDITOR$19,000not reported in the loaded dataset2023
Mellon Capital ManagementINVESTMENT MGMT$18,966not reported in the loaded dataset2023
Merrill Lynch Pierce Fenner & SmithBROKER$0$18,9282023
Stockbridge Capital Group LLC.INVESTMENT MGMT$18,749not reported in the loaded dataset2023
The Bonadio GroupAUDITOR$18,500not reported in the loaded dataset2023
Mellon Capital Mgmt. Corp.INVESTMENT MGMT$18,241not reported in the loaded dataset2023
Jefferies & CompanyBROKER$0$18,0612023
The Bonadio GroupAUDITOR$18,000not reported in the loaded dataset2023
The Bonadio GroupAUDITOR$17,800not reported in the loaded dataset2023
Lynch Jones & RyanBROKER$0$17,7712023
Ivins, Phillips & BarkerATTORNEY$17,672not reported in the loaded dataset2023
The Bonadio GroupAUDITOR$17,300not reported in the loaded dataset2023
Stockbridge Real Estate FundsINVESTMENT MGMT$16,767not reported in the loaded dataset2023
Neuberger & BermanINVESTMENT MGMT$16,538not reported in the loaded dataset2023
The Bonadio GroupAUDITOR$16,338not reported in the loaded dataset2023
The Bonadio GroupAUDITOR$15,750not reported in the loaded dataset2023
The Bonadio GroupAUDITOR$15,408not reported in the loaded dataset2023
The Bonadio GroupAUDITOR$15,332not reported in the loaded dataset2023
Neuberger & BermanINVESTMENT MGMT$15,062not reported in the loaded dataset2023
Debevoise & PlimptonATTORNEY$14,655not reported in the loaded dataset2023
Stockbridge Capital Group LLC.INVESTMENT MGMT$13,978not reported in the loaded dataset2023
Barclays Capital LeBROKER$0$13,2482023
Blackrock Institutional Trust Co.INVESTMENT MGMT$12,823$02023
Phillips Lytle LlpATTORNEY$12,139not reported in the loaded dataset2023
Bny Esi Securities Co.BROKER$0$10,9262023
Liquidnet IncBROKER$0$10,3352023
Stifel Nicolaus And CoBROKER$0$9,8902023
Ubs Warburg LLCBROKER$0$7,9222023
Council Of Institutional InvestorsOTHER SERVICES$7,895not reported in the loaded dataset2023
Dewey & LeboeufATTORNEY$7,521not reported in the loaded dataset2023
Mellon Capital ManagementINVESTMENT MGMT$7,406$02023
InstinetBROKER$0$7,3502023
Citibank Global Markets/Smith BarnBROKER$0$7,2062023
Ivins Phillips BarkerATTORNEY$7,020not reported in the loaded dataset2023
Phillips LytleATTORNEY$6,891not reported in the loaded dataset2023
Goldman Sachs & CompanyBROKER$0$6,7522023
State Street Brokerage SvcsBROKER$0$6,6772023
Utility Pension Fund Study GroupOTHER SERVICES$6,600not reported in the loaded dataset2023
Cowen LLCBROKER$0$6,0722023
Investment Technology Group IncBROKER$0$5,7412023

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