Energy Transfer Lp Postretirement Medical And Death Benefit Program — Form 5500 plan (Energy Transfer Lp)
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, Energy Transfer Lp Postretirement Medical And Death Benefit Program is a benefit plan reported by Energy Transfer Lp under EIN 30-0108820 and plan number 507. The latest loaded filing year is 2023. The filing reports 6,588 participants and $312,377,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Energy Transfer Lp
- EIN
- 30-0108820
- Plan number
- 507
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 6,588
- End-of-year plan assets
- $312,377,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,588 | H, C | 20241015171010NAL0015144259003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $312,377,958
- Total liabilities (EOY)
- $567,294
- Net assets (EOY)
- $311,810,664
- Net assets (BOY)
- $284,201,814
Income & contributions
- Employer contributions
- $1,481,000
- Participant contributions
- $6,154,673
- Total contributions
- $7,635,673
- Total income / additions
- $48,988,296
Expenses & distributions
- Benefits paid
- $18,956,244
- Administrative expenses
- $2,423,202
- Total expenses
- $21,379,446
- Net increase / (decrease)
- $27,608,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Investment Svcs, Inc. | NONE | $303,790 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $134,451 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $78,867 | not reported in the loaded dataset | 2023 |
| Aon Corp. | NONE | $35,457 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $34,624 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Energy Transfer Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Towers Watson Investment Svcs, Inc. — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Aon Corp. — Schedule C compensation
- Wells Fargo — Schedule C compensation