National Fuel Gas Supply Corp. & Penn York Energy Corp. Voluntary Employees' Beneficiary Assoc. For Non-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 Supply Corp. & Penn York Energy Corp. Voluntary Employees' Beneficiary Assoc. For Non-Collectively Bargained Employees is a benefit plan reported by National Fuel Gas Company under EIN 13-1086010 and plan number 520. The latest loaded filing year is 2023. The filing reports 193 participants and $29,913,429 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
- 520
- Plan type
- 2
- Location
- Williamsville, NY
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $29,913,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20250710090032NAL0003938627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,913,429
- Total liabilities (EOY)
- -$1,156,328
- Net assets (EOY)
- $31,069,757
- Net assets (BOY)
- $29,712,123
Income & contributions
- Participant contributions
- $311,429
- Total contributions
- $311,429
- Total income / additions
- $4,534,492
Expenses & distributions
- Benefits paid
- $2,211,349
- Administrative expenses
- $965,509
- Total expenses
- $3,176,858
- Net increase / (decrease)
- $1,357,634
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark Bluecross Blueshield Of Wn | CONTRACT ADMIN | $81,031 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Services | CONSULTANT | $17,545 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | TRUSTEE | $2,000 | $14,752 | 2023 |
| Innovative Rx Strategies, LLC | CONTRACT ADMIN | $7,163 | not reported in the loaded dataset | 2023 |
| Cvs Caremark | CLAIMS PROCESSING | $5,638 | 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
- Towers Watson Investment Services — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Innovative Rx Strategies, LLC — Schedule C compensation
- Cvs Caremark — Schedule C compensation