National Fuel Gas Supply Corp. And Penn York Energy Corp. Voluntary Employees' Beneficiary Assoc. For Collectively Bargained Emp. — 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 Supply Corp. And Penn York Energy Corp. Voluntary Employees' Beneficiary Assoc. For Collectively Bargained Emp. is a benefit plan reported by National Fuel Gas Company under EIN 13-1086010 and plan number 517. The latest loaded filing year is 2023. The filing reports 249 participants and $62,171,358 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
- 517
- Plan type
- 2
- Location
- Williamsville, NY
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $62,171,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20250710085220NAL0003934243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,171,358
- Total liabilities (EOY)
- $359,115
- Net assets (EOY)
- $61,812,243
- Net assets (BOY)
- $56,517,302
Income & contributions
- Participant contributions
- $439,824
- Total contributions
- $439,824
- Total income / additions
- $9,281,250
Expenses & distributions
- Benefits paid
- $3,815,604
- Administrative expenses
- $170,705
- Total expenses
- $3,986,309
- Net increase / (decrease)
- $5,294,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark Bluecross Blueshield Of Wn | CONTRACT ADMIN | $117,910 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, N.A. | TRUSTEE | $2,500 | $30,434 | 2023 |
| Towers Watson Investment Services | CONSULTANT | $17,545 | not reported in the loaded dataset | 2023 |
| Innovative Rx Strategies, LLC | CONTRACT ADMIN | $9,254 | not reported in the loaded dataset | 2023 |
| Cvs Caremark | CLAIMS PROCESSING | $8,156 | 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
- Jp Morgan Chase Bank, N.A. — Schedule C compensation
- Towers Watson Investment Services — Schedule C compensation
- Innovative Rx Strategies, LLC — Schedule C compensation
- Cvs Caremark — Schedule C compensation