Suez Water Resources Inc. Pension Plans Master Trust — Form 5500 plan (Suez Water Resources 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, Suez Water Resources Inc. Pension Plans Master Trust is a benefit plan reported by Suez Water Resources Inc. under EIN 47-6688772 and plan number 110. The latest loaded filing year is 2023. The filing reports 0 participants and $385,798,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suez Water Resources Inc.
- EIN
- 47-6688772
- Plan number
- 110
- Plan type
- 4
- Location
- Paramus, NJ
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $385,798,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20241015213007NAL0030957553004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $385,798,678
- Total liabilities (EOY)
- $172,844
- Net assets (EOY)
- $385,625,834
- Net assets (BOY)
- $358,683,155
Income & contributions
- Total income / additions
- $44,349,185
Expenses & distributions
- Administrative expenses
- $458,768
- Total expenses
- $458,768
- Net increase / (decrease)
- $43,890,417
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Trust Company | NONE | $504,309 | not reported in the loaded dataset | 2023 |
| Towers Watson Deleware Inc. | NONE | $285,526 | not reported in the loaded dataset | 2023 |
| Creative Planning | NONE | $175,000 | not reported in the loaded dataset | 2023 |
| Legal & General Investment Mgmnt | NONE | $97,934 | not reported in the loaded dataset | 2023 |
| Mazars Usa Llp | NONE | $62,400 | not reported in the loaded dataset | 2023 |
| Kpmg | NONE | $54,075 | not reported in the loaded dataset | 2023 |
| Brandywine Global Investment Mgmnt | NONE | $51,274 | not reported in the loaded dataset | 2023 |
| Wellington Management | NONE | $40,160 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $36,284 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $15,240 | not reported in the loaded dataset | 2023 |
| Novak Birks, P.C. | NONE | $2,750 | not reported in the loaded dataset | 2023 |
| Lockton Companies, LLC | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Wells Fargo | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Suez Water Resources Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Paramus, NJ
- Principal Trust Company — Schedule C compensation
- Towers Watson Deleware Inc. — Schedule C compensation
- Creative Planning — Schedule C compensation
- Legal & General Investment Mgmnt — Schedule C compensation
- Mazars Usa Llp — Schedule C compensation
- Kpmg — Schedule C compensation
- Brandywine Global Investment Mgmnt — Schedule C compensation
- Wellington Management — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Novak Birks, P.C. — Schedule C compensation
- Lockton Companies, LLC — Schedule C compensation
- Wells Fargo — Schedule C compensation