Atmos Energy Corporation Pension Account Plan — Form 5500 plan (Atmos Energy Corporation)
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, Atmos Energy Corporation Pension Account Plan is a benefit plan reported by Atmos Energy Corporation under EIN 75-1743247 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,493 participants and $547,162,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atmos Energy Corporation
- EIN
- 75-1743247
- Plan number
- 003
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 4,493
- End-of-year plan assets
- $547,162,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,493 | H, C | 20241010151253NAL0010174643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $547,162,981
- Total liabilities (EOY)
- $428,780
- Net assets (EOY)
- $546,734,201
- Net assets (BOY)
- $508,734,546
Income & contributions
- Employer contributions
- $5,000,000
- Total contributions
- $5,000,000
- Total income / additions
- $75,634,643
Expenses & distributions
- Benefits paid
- $34,847,732
- Administrative expenses
- $2,787,256
- Total expenses
- $37,634,988
- Net increase / (decrease)
- $37,999,655
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | ACTUARY | $518,283 | not reported in the loaded dataset | 2023 |
| Brown Advisory | INVESTMENT MANAGER | $329,173 | $1,852 | 2023 |
| Wedge Capital | INVESTMENT MANAGER | $287,878 | $22,736 | 2023 |
| State Street Retiree Services | RECORDKEEPER | $253,364 | not reported in the loaded dataset | 2023 |
| Systematic Financial Management | INVESTMENT MANAGER | $245,121 | $1,520 | 2023 |
| Eagle Asset | INVESTMENT MANAGER | $199,809 | $6,454 | 2023 |
| Acadian Intl Small Cap | INVESTMENT MANAGER | $155,659 | $17,499 | 2023 |
| Western Asset | INVESTMENT MANAGER | $112,115 | not reported in the loaded dataset | 2023 |
| Agincourt | INVESTMENT MANAGER | $110,073 | not reported in the loaded dataset | 2023 |
| Lcg Associates | CONSULTANT | $61,421 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | CUSTODIAN | $49,467 | $232 | 2023 |
| Whitley Penn Llp | AUDITOR | $38,670 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atmos Energy Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Willis Towers Watson — Schedule C compensation
- Brown Advisory — Schedule C compensation
- Wedge Capital — Schedule C compensation
- State Street Retiree Services — Schedule C compensation
- Systematic Financial Management — Schedule C compensation
- Eagle Asset — Schedule C compensation
- Acadian Intl Small Cap — Schedule C compensation
- Western Asset — Schedule C compensation
- Agincourt — Schedule C compensation
- Lcg Associates — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Whitley Penn Llp — Schedule C compensation