Essential Utilities, Inc. Pension Plan — Form 5500 plan (Essential 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, Essential Utilities, Inc. Pension Plan is a benefit plan reported by Essential Utilities, Inc. under EIN 23-1702594 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,436 participants and $321,563,739 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Essential Utilities, Inc.
- EIN
- 23-1702594
- Plan number
- 001
- Plan type
- 2
- Location
- Bryn Mawr, PA
- Latest filing year
- 2023
- Participants
- 2,436
- End-of-year plan assets
- $321,563,739
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,436 | H, C | 20241015124814NAL0056212498003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $321,563,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $321,563,739
- Net assets (BOY)
- $352,695,866
Income & contributions
- Employer contributions
- $9,393,069
- Total contributions
- $9,393,069
- Total income / additions
- $18,994,761
Expenses & distributions
- Benefits paid
- $48,897,154
- Administrative expenses
- $1,229,734
- Total expenses
- $50,126,888
- Net increase / (decrease)
- -$31,132,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us | CONTRACT ADMIN | $895,416 | not reported in the loaded dataset | 2023 |
| Goldman Sachs | INVESTMENT MANAGEMENT | $14,360 | not reported in the loaded dataset | 2023 |
| Lgima | INVESTMENT MANAGER | $12,994 | not reported in the loaded dataset | 2023 |
| Faegre Drinker Biddle & Reath | LEGAL | $9,658 | not reported in the loaded dataset | 2023 |
| Holland & Knight | LEGAL | $9,474 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co | INVESTMENT MANAGEMENT | $5,604 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Essential Utilities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bryn Mawr, PA
- Willis Towers Watson Us — Schedule C compensation
- Goldman Sachs — Schedule C compensation
- Lgima — Schedule C compensation
- Faegre Drinker Biddle & Reath — Schedule C compensation
- Holland & Knight — Schedule C compensation
- State Street Bank & Trust Co — Schedule C compensation