Ugi Utilities, Inc. Health And Welfare Program For Retired Employees And Their Dependents — 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, Ugi Utilities, Inc. Health And Welfare Program For Retired Employees And Their Dependents is a benefit plan reported by Ugi Utilities, Inc. under EIN 23-1174060 and plan number 518. The latest loaded filing year is 2023. The filing reports 749 participants and $19,252,890 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
- 518
- Plan type
- 2
- Location
- Denver, PA
- Latest filing year
- 2023
- Participants
- 749
- End-of-year plan assets
- $19,252,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 749 | H, C | 20241203155244NAL0001686819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,252,890
- Total liabilities (EOY)
- $249,583
- Net assets (EOY)
- $19,003,307
- Net assets (BOY)
- $16,313,648
Income & contributions
- Participant contributions
- $3,600
- Total contributions
- $3,600
- Total income / additions
- $3,239,551
Expenses & distributions
- Benefits paid
- $279,907
- Administrative expenses
- $269,985
- Total expenses
- $549,892
- Net increase / (decrease)
- $2,689,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Delaware, Inc. | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $32,233 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | NONE | $20,835 | not reported in the loaded dataset | 2023 |
| Mercer (Us), Inc. | NONE | $19,465 | not reported in the loaded dataset | 2023 |
| Extend Health Inc. | NONE | $5,256 | 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
- Towers Watson Delaware, Inc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Mercer (Us), Inc. — Schedule C compensation
- Extend Health Inc. — Schedule C compensation