Retiree Medical Plan For Retirees And Disabled Employees Of Atmos Energy Corporation — 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, Retiree Medical Plan For Retirees And Disabled Employees Of Atmos Energy Corporation is a benefit plan reported by Atmos Energy Corporation under EIN 75-1743247 and plan number 512. The latest loaded filing year is 2023. The filing reports 1,993 participants and $275,284,913 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$273.6MPlan net assets, end of year$273,612,324
Participants2KCovered participants reported1,993
Assets / participant$138.1KComputed: assets ÷ participants$138,126 (computed)
Provider compensationNone reported
Plan sponsor
Atmos Energy Corporation
EIN
75-1743247
Plan number
512
Plan type
2
Location
Dallas, TX
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,993 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$275.3M total assets
Net assets$273.6MLiabilities$1.7M
Money in vs. money out
Total income / additions$47.2M
Total expenses$19.7M
Benefits paid / distributions$16.7M
Contributions
Employer$12.6M
Participant$2.1M
Full reported line items

Net assets

Total assets (EOY)
$275,284,913
Total liabilities (EOY)
$1,672,589
Net assets (EOY)
$273,612,324
Net assets (BOY)
$246,154,740

Income & contributions

Employer contributions
$12,612,371
Participant contributions
$2,082,692
Total contributions
$14,695,063
Total income / additions
$47,176,976

Expenses & distributions

Benefits paid
$16,736,792
Administrative expenses
$2,982,600
Total expenses
$19,719,392
Net increase / (decrease)
$27,457,584
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 86%Participant 14%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages