National Fuel Gas Distribution Corp. - Ny Division Voluntary Employees' Beneficiary Assoc. For Collectively Bargained Employees — 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 Distribution Corp. - Ny Division Voluntary Employees' Beneficiary Assoc. For Collectively Bargained Employees is a benefit plan reported by National Fuel Gas Company under EIN 13-1086010 and plan number 515. The latest loaded filing year is 2023. The filing reports 845 participants and $192,326,400 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
- 515
- Plan type
- 2
- Location
- Williamsville, NY
- Latest filing year
- 2023
- Participants
- 845
- End-of-year plan assets
- $192,326,400
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 845 | H, C | 20250710084911NAL0014736354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $192,326,400
- Total liabilities (EOY)
- $828,095
- Net assets (EOY)
- $191,498,305
- Net assets (BOY)
- $174,639,257
Income & contributions
- Participant contributions
- $1,253,551
- Total contributions
- $1,253,551
- Total income / additions
- $28,606,353
Expenses & distributions
- Benefits paid
- $11,284,508
- Administrative expenses
- $462,797
- Total expenses
- $11,747,305
- Net increase / (decrease)
- $16,859,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark Bluecross Blueshield Of Wn | CONTRACT ADMIN | $346,441 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | TRUSTEE | $5,500 | $93,762 | 2023 |
| Innovative Rx Strategies, LLC | CONTRACT ADMIN | $33,626 | not reported in the loaded dataset | 2023 |
| Cvs Caremark | CLAIMS PROCESSING | $25,002 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Services | CONSULTANT | $17,545 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Comp | INVESTMENT MANAGER | $11,028 | $0 | 2023 |
| Walsh Duffield Companies | CONSULTANT | $8,611 | not reported in the loaded dataset | 2023 |
| Immediate Mailing Services | MAILING SERVICES | $5,076 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Fuel Gas Company
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Williamsville, NY
- Highmark Bluecross Blueshield Of Wn — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Innovative Rx Strategies, LLC — Schedule C compensation
- Cvs Caremark — Schedule C compensation
- Towers Watson Investment Services — Schedule C compensation
- Blackrock Institutional Trust Comp — Schedule C compensation
- Walsh Duffield Companies — Schedule C compensation
- Immediate Mailing Services — Schedule C compensation