Liberty Utilities Health And Welfare Benefit Plan For Retirees — Form 5500 plan (Liberty Utilities Co.)
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, Liberty Utilities Health And Welfare Benefit Plan For Retirees is a benefit plan reported by Liberty Utilities Co. under EIN 27-4444001 and plan number 502. The latest loaded filing year is 2023. The filing reports 240 participants and $47,636,780 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liberty Utilities Co.
- EIN
- 27-4444001
- Plan number
- 502
- Plan type
- 2
- Location
- Litchfield, AZ
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $47,636,780
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241015102354NAL0048821104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,636,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,636,780
- Net assets (BOY)
- $42,214,946
Income & contributions
- Employer contributions
- $3,628,406
- Participant contributions
- $582,101
- Total contributions
- $4,210,507
- Total income / additions
- $9,287,241
Expenses & distributions
- Benefits paid
- $3,602,941
- Administrative expenses
- $262,466
- Total expenses
- $3,865,407
- Net increase / (decrease)
- $5,421,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excellus Blue Cross Blue Shield | NONE | $68,949 | not reported in the loaded dataset | 2023 |
| Cbiz | NONE | $61,888 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Services | NONE | $17,947 | not reported in the loaded dataset | 2023 |
| Benefit Trust Company | NONE | $16,324 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Liberty Utilities Co.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Litchfield, AZ
- Excellus Blue Cross Blue Shield — Schedule C compensation
- Cbiz — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation
- Benefit Trust Company — Schedule C compensation