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, Ugi Utilities, Inc. Savings Plan is a benefit plan reported by Ugi Utilities, Inc. under EIN 23-1174060 and plan number 008. The latest loaded filing year is 2023. The filing reports 3,161 participants and $552,007,336 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $552,007,336
- Total liabilities (EOY)
- $45,261
- Net assets (EOY)
- $551,962,075
- Net assets (BOY)
- $476,045,740
Income & contributions
- Employer contributions
- $12,569,788
- Participant contributions
- $24,702,291
- Total contributions
- $39,614,759
- Total income / additions
- $122,807,376
Expenses & distributions
- Benefits paid
- $46,610,801
- Administrative expenses
- $182,296
- Total expenses
- $46,803,956
- Net increase / (decrease)
- $76,003,420