Retirement Income Plan For Employees Of Ugi Utilities, Inc. — Form 5500 plan (Ugi Utilities, Inc.)
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, Retirement Income Plan For Employees Of Ugi Utilities, Inc. is a benefit plan reported by Ugi Utilities, Inc. under EIN 23-1174060 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,339 participants and $514,135,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ugi Utilities, Inc.
- EIN
- 23-1174060
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, PA
- Latest filing year
- 2023
- Participants
- 3,339
- End-of-year plan assets
- $514,135,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,339 | H, C | 20241015122533NAL0049373840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $514,135,418
- Total liabilities (EOY)
- $291,627
- Net assets (EOY)
- $513,843,791
- Net assets (BOY)
- $483,214,618
Income & contributions
- Employer contributions
- $15,531,552
- Total contributions
- $15,531,552
- Total income / additions
- $66,928,375
Expenses & distributions
- Benefits paid
- $32,832,254
- Administrative expenses
- $3,466,948
- Total expenses
- $36,299,202
- Net increase / (decrease)
- $30,629,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $696,861 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $133,749 | $0 | 2023 |
| Mercer (U.S.) Inc. | NONE | $132,046 | $0 | 2023 |
| Crowe Llp | NONE | $23,153 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause, Llp | NONE | -$6,005 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ugi Utilities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Denver, PA
- Willis Towers Watson Us LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Mercer (U.S.) Inc. — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation