Search public Form 5500 filings

Plans

• planEssential Utilities, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $558.5Mreported assets (EOY)
  Sponsor: Essential Utilities, Inc.EIN: 23-1702594Plan: 005Participants: 4,377Assets: $558,501,909Net assets: $558.4MAssets / participant: $127.6KLocation: Bryn Mawr, PALatest: 2023
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• planEssential Utilities, Inc. Pension PlanFinancial statementProvider compensation2023 filing
  $321.6Mreported assets (EOY)
  Sponsor: Essential Utilities, Inc.EIN: 23-1702594Plan: 001Participants: 2,436Assets: $321,563,739Net assets: $321.6MAssets / participant: $132KLocation: Bryn Mawr, PALatest: 2023
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• planBryn Mawr College Retirement PlanFinancial statementProvider compensation2023 filing
  $306Mreported assets (EOY)
  Sponsor: Bryn Mawr CollegeEIN: 23-1352621Plan: 001Participants: 1,981Assets: $306,015,598Net assets: $306MAssets / participant: $154.5KLocation: Bryn Mawr, PALatest: 2023
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• planBryn Mawr Medical Specialists Association Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $130.5Mreported assets (EOY)
  Sponsor: Bryn Mawr Medical Specialists AssociationEIN: 23-1714249Plan: 002Participants: 459Assets: $130,543,221Net assets: $130.5MAssets / participant: $284.4KLocation: Bryn Mawr, PALatest: 2023
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• planEssential Utilities, Inc. Retiree Health And Welfare PlanFinancial statementProvider compensation2023 filing
  $97Mreported assets (EOY)
  Sponsor: Essential Utilities, Inc.EIN: 23-1702594Plan: 507Participants: 2,673Assets: $96,977,342Net assets: $96.4MAssets / participant: $36.3KLocation: Bryn Mawr, PALatest: 2023
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• planAgnes Irwin School Defined Contribution Retirement PlanFinancial statementProvider compensation2023 filing
  $53.5Mreported assets (EOY)
  Sponsor: The Agnes Irwin SchoolEIN: 23-1352650Plan: 001Participants: 496Assets: $53,475,548Net assets: $53.5MAssets / participant: $107.8KLocation: Bryn Mawr, PALatest: 2023
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• planShipley School Defined Contribution Retirement PlanFinancial statementProvider compensation2023 filing
  $48.6Mreported assets (EOY)
  Sponsor: Shipley SchoolEIN: 23-1352677Plan: 001Participants: 624Assets: $48,632,945Net assets: $48.6MAssets / participant: $77.9KLocation: Bryn Mawr, PALatest: 2023
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• planThe Baldwin School Defined Contribution PlanFinancial statementProvider compensation2023 filing
  $38.9Mreported assets (EOY)
  Sponsor: The Baldwin SchoolEIN: 23-1352619Plan: 001Participants: 471Assets: $38,865,682Net assets: $38.9MAssets / participant: $82.5KLocation: Bryn Mawr, PALatest: 2023
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