2023 Form 5500 filing — National Fuel Gas Company Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627093903NAL0010009185001) for National Fuel Gas Company Retirement Plan, reported by National Fuel Gas Company under EIN 13-1086010 and plan number 001. It reports 4,276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627093903NAL0010009185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Fuel Gas Company
- EIN
- 13-1086010
- Plan number
- 001
- Location
- Williamsville, NY
- Participants
- 4,276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $941,082,212
- Total liabilities (EOY)
- $10,492,438
- Net assets (EOY)
- $930,589,774
- Employer contributions
- $18,137,923
- Total income / additions
- $46,274,311
- Benefits paid
- $59,574,185
- Administrative expenses
- $4,432,984
- Total expenses
- $64,007,169
- Net increase / (decrease)
- -$17,732,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Benefit Guaranty Corp | INSURANCE | $1,146,501 | not reported in the loaded dataset |
| Pgim Inc. | INVESTMENT MGMT | $1,025,748 | not reported in the loaded dataset |
| Pension Benefit Guaranty Corp | INSURANCE | $977,259 | not reported in the loaded dataset |
| Pension Benefit Guaranty Corp | INSURANCE | $858,855 | not reported in the loaded dataset |
| Pension Benefit Guaranty Corp | INSURANCE | $699,756 | not reported in the loaded dataset |
| Pgim Inc. | INVESTMENT MGMT | $677,288 | not reported in the loaded dataset |
| Axiom International Investors LLC | INVESTMENT MGMT | $612,852 | $0 |
| Eagle Capital Management, LLC | INVESTMENT MGMT | $608,890 | $0 |
| J.P. Morgan Asset Management | INVESTMENT MGMT | $595,973 | not reported in the loaded dataset |
| Eagle Capital Management, LLC | INVESTMENT MGMT | $556,992 | $0 |
| Pgim, Inc. | INVESTMENT MGMT | $547,118 | not reported in the loaded dataset |
| Eagle Capital Management, LLC | INVESTMENT MGMT | $511,147 | $0 |
| Pgim, Inc. | INVESTMENT MGMT | $489,800 | not reported in the loaded dataset |
| Axiom International Investors LLC | INVESTMENT MGMT | $483,020 | $0 |
| Eagle Capital Management, LLC | INVESTMENT MGMT | $480,979 | $0 |
| Axiom International Investors LLC | INVESTMENT MGMT | $477,929 | $0 |
| Axiom International Investors LLC | INVESTMENT MGMT | $468,072 | $0 |
| Axiom International Investors LLC | INVESTMENT MGMT | $460,038 | $0 |
| Pgim, Inc. | INVESTMENT MGMT | $452,210 | not reported in the loaded dataset |
| Prudential Trust Company | INVESTMENT MGMT | $425,722 | not reported in the loaded dataset |
| Axiom International Investors LLC | INVESTMENT MGMT | $424,328 | not reported in the loaded dataset |
| Brandywine Global Investment, LLC | INVESTMENT MGMT | $401,732 | $0 |
| Axiom International Investors LLC | INVESTMENT MGMT | $387,393 | not reported in the loaded dataset |
| Axiom International Investors LLC | INVESTMENT MGMT | $383,003 | not reported in the loaded dataset |
| Axiom International Investors LLC | INVESTMENT MGMT | $382,302 | $0 |
| Westfield Capital Mgmt Co, Lp | INVESTMENT MGMT | $379,195 | $0 |
| Westfield Capital Mgmt Co, Lp | INVESTMENT MGMT | $377,431 | not reported in the loaded dataset |
| Eagle Capital Management, LLC | INVESTMENT MGMT | $375,768 | $0 |
| Brandywine Global Investment Mgmt | INVESTMENT MGMT | $374,689 | $0 |
| Westfield Capital Mgmt Co, L.P. | INVESTMENT MGMT | $373,799 | $0 |
| Brandywine Global Investment Mgmt | INVESTMENT MGMT | $372,316 | $0 |
| Westfield Capital Mgmt Co, L.P. | INVESTMENT MGMT | $369,539 | $0 |
| Brandywine Global Investment, LLC | INVESTMENT MGMT | $366,083 | $0 |
| Brandywine Global Investment Mgmt | INVESTMENT MGMT | $365,237 | $0 |
| Brandywine Global Investment, LLC | INVESTMENT MGMT | $360,762 | not reported in the loaded dataset |
| Eagle Capital Management, LLC | INVESTMENT MGMT | $359,401 | $0 |
| Westfield Capital Mgmt Co, L.P. | INVESTMENT MGMT | $358,667 | $0 |
| Brandywine Global Investment Mgmt | INVESTMENT MGMT | $355,777 | $0 |
| Altrinsic Global Advisors, LLC. | INVESTMENT MGMT | $344,816 | $0 |
| Axiom International Investors LLC | INVESTMENT MGMT | $329,453 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $324,412 | not reported in the loaded dataset |
| Brandywine Global Investment, LLC | INVESTMENT MGMT | $323,524 | not reported in the loaded dataset |
| Victory Capital Management Inc. | INVESTMENT MGMT | $315,474 | $0 |
| Westfield Capital Mgmt Co, Lp | INVESTMENT MGMT | $315,076 | not reported in the loaded dataset |
| Westfield Capital Mgmt Co., L.P. | INVESTMENT MGMT | $315,010 | $0 |
| Tradewinds Nwq Global Investors | INVESTMENT MGMT | $313,282 | not reported in the loaded dataset |
| Victory Capital Management Inc. | INVESTMENT MGMT | $311,400 | $0 |
| Brandywine Global Investment, LLC | INVESTMENT MGMT | $309,657 | not reported in the loaded dataset |
| Altrinsic Global Advisors, LLC | INVESTMENT MGMT | $309,089 | $0 |
| Westfield Capital Management Co, Lp | INVESTMENT MGMT | $306,913 | not reported in the loaded dataset |
| Schneider Capital Management | INVESTMENT MGMT | $301,913 | not reported in the loaded dataset |
| Westfield Capital Management Co, Lp | INVESTMENT MGMT | $300,780 | not reported in the loaded dataset |
| Pension Benefit Guaranty Corp | INSURANCE | $298,528 | not reported in the loaded dataset |
| Eagle Capital Management, LLC | INVESTMENT MGMT | $293,688 | not reported in the loaded dataset |
| Brandywine Global Investment, LLC | INVESTMENT MGMT | $290,125 | not reported in the loaded dataset |
| Altrinsic Global Advisors, LLC. | INVESTMENT MGMT | $286,497 | $0 |
| Tradewinds Nwq Global Investors | INVESTMENT MGMT | $282,397 | not reported in the loaded dataset |
| Victory Capital Management Inc. | INVESTMENT MGMT | $280,242 | $0 |
| Macquarie Investment Mgmt Advisers | INVESTMENT MGMT | $275,702 | $0 |
| Macquarie Investment Mgmt Advisers | INVESTMENT MGMT | $274,336 | $0 |
| Altrinsic Global Advisors, LLC | INVESTMENT MGMT | $268,089 | $0 |
| Schneider Capital Management | INVESTMENT MGMT | $259,491 | not reported in the loaded dataset |
| Integrity Asset Management, LLC | INVESTMENT ADV | $255,274 | $0 |
| Prudential Trust Company | INVESTMENT MGMT | $249,655 | not reported in the loaded dataset |
| Westfield Capital Mgmt Co., L.P. | INVESTMENT MGMT | $248,926 | $0 |
| Lord Abbett & Co | INVESTMENT MGMT | $247,492 | not reported in the loaded dataset |
| Eagle Capital Management, LLC | INVESTMENT MGMT | $243,600 | not reported in the loaded dataset |
| J.P. Morgan Chase Bank, N.A. | TRUSTEE | $107,362 | $136,222 |
| Towers Watson Investment Services | CONSULTANT | $243,093 | not reported in the loaded dataset |
| Eagle Capital Management, LLC | INVESTMENT MGMT | $241,268 | not reported in the loaded dataset |
| Victory Capital Management Inc. | INVESTMENT MGMT | $240,414 | $0 |
| J.P. Morgan Chase Bank, N.A. | TRUSTEE | $171,625 | $66,086 |
| Delaware Investment Advisors | INVESTMENT MGMT | $237,233 | $0 |
| Towers Watson Investment Services | CONSULTANT | $237,021 | not reported in the loaded dataset |
| Delaware Management Business Trust | INVESTMENT MGMT | $235,213 | $0 |
| Towers Watson Investment Services | CONSULTANT | $230,000 | not reported in the loaded dataset |
| Tradewinds Global Investors, LLC | INVESTMENT MGMT | $228,649 | not reported in the loaded dataset |
| Schneider Capital Management | INVESTMENT MGMT | $226,765 | not reported in the loaded dataset |
| Towers Watson Investment Services | CONSULTANT | $225,372 | not reported in the loaded dataset |
| W.H. Reaves | INVESTMENT MGMT | $165,325 | $58,449 |
| Schneider Capital Management | INVESTMENT MGMT | $219,518 | not reported in the loaded dataset |
| Integrity Asset Management | INVESTMENT MGMT | $215,114 | $0 |
| W.H. Reaves & Co. | INVESTMENT MGMT | $212,415 | not reported in the loaded dataset |
| J.P. Morgan Asset Management | INVESTMENT MGMT | $212,267 | $115 |
| J.P. Morgan Chase Bank, N.A. | TRUSTEE | $172,747 | $38,771 |
| Eagle Capital Management, LLC | INVESTMENT MGMT | $209,945 | not reported in the loaded dataset |
| Lord Abbett & Co | INVESTMENT MGMT | $208,920 | not reported in the loaded dataset |
| Ubs Global Asset Management | INVESTMENT MGMT | $205,405 | not reported in the loaded dataset |
| Delaware Management Business Trust | INVESTMENT MGMT | $202,985 | $0 |
| Towers Watson | CONSULTANT | $202,327 | not reported in the loaded dataset |
| Towers Watson Investment Services | CONSULTANT | $201,262 | not reported in the loaded dataset |
| Ubs Global Asset Management | INVESTMENT MGMT | $196,644 | not reported in the loaded dataset |
| Altrinsic International Eq Port, Lp | INVESTMENT MGMT | $193,714 | $0 |
| Towers Watson | CONSULTANT | $190,147 | not reported in the loaded dataset |
| Towers Watson | CONSULTANT | $189,238 | not reported in the loaded dataset |
| Towers Watson | CONSULTANT | $187,587 | not reported in the loaded dataset |
| Towers Watson | INVESTMENT MGMT | $187,357 | not reported in the loaded dataset |
| W.H. Reaves & Co. | INVESTMENT MGMT | $186,102 | not reported in the loaded dataset |
| W.H. Reaves | INVESTMENT MGMT | $173,896 | $9,275 |
| Delaware Management Business Trust | INVESTMENT MGMT | $177,488 | not reported in the loaded dataset |
| Macquarie Investment Mgmt Advisors | INVESTMENT MGMT | $174,994 | $0 |
| Ubs Global Asset Management | INVESTMENT MGMT | $171,742 | not reported in the loaded dataset |
| Ubs Global Asset Management | INVESTMENT MGMT | $171,588 | not reported in the loaded dataset |
| J.P. Morgan Chase Bank, N.A. | TRUSTEE | $140,024 | $31,086 |
| J.P. Morgan Chase Bank, N.A. | TRUSTEE | $139,588 | $29,805 |
| Global Thematic Partners LLC | INVESTMENT MGMT | $168,991 | not reported in the loaded dataset |
| Janus Capital Management LLC | INVESTMENT MGMT | $167,751 | not reported in the loaded dataset |
| Delaware Management Company | INVESTMENT ADV | $165,380 | not reported in the loaded dataset |
| Janus Capital Management LLC | INVESTMENT MGMT | $164,817 | $0 |
| Global Thematic Partners LLC | INVESTMENT MGMT | $161,668 | not reported in the loaded dataset |
| Sustainable Growth Advisers, Lp | INVESTMENT MGMT | $160,458 | $0 |
| Janus Capital Management LLC | INVESTMENT MGMT | $159,121 | $0 |
| J.P. Morgan Chase Bank, N.A. | TRUSTEE | $134,343 | $24,745 |
| W.H. Reaves & Co. | INVESTMENT MGMT | $155,092 | $0 |
| Debevoise & Plimpton Llp | ATTORNEY | $153,675 | not reported in the loaded dataset |
| T. Rowe Price Trust Company | INVESTMENT MGMT | $153,504 | not reported in the loaded dataset |
| Altrinsic International Eq Port, Lp | INVESTMENT MGMT | $151,201 | $0 |
| Global Thematic Partners LLC | INVESTMENT MGMT | $148,144 | not reported in the loaded dataset |
| Delaware Management Business Trust | INVESTMENT MGMT | $144,788 | not reported in the loaded dataset |
| Mercer | ACTUARY | $144,128 | not reported in the loaded dataset |
| Marvin & Palmer Assoc Inc Gl. Eq. | INVESTMENT MGMT | $142,160 | not reported in the loaded dataset |
| J.P. Morgan Chase Bank, N.A. | TRUSTEE | $137,300 | $571 |
| J.P. Morgan Chase Bank, N.A. | TRUSTEE | $135,162 | $0 |
| Deutsche Invest Mgmt America, Inc. | INVESTMENT MGMT | $128,970 | $5,199 |
| Integrity Asset Management, LLC | INVESTMENT ADV | $133,962 | not reported in the loaded dataset |
| Global Thematic Partners LLC | INVESTMENT MGMT | $133,132 | not reported in the loaded dataset |
| J.P. Morgan Chase Bank, N.A. | TRUSTEE | $99,950 | $30,250 |
| T. Rowe Price Trust Company | INVESTMENT MGMT | $129,797 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $128,252 | not reported in the loaded dataset |
| Global Thematic Partners LLC | INVESTMENT MGMT | $127,207 | not reported in the loaded dataset |
| Altrinsic International Eq Port, Lp | INVESTMENT MGMT | $126,510 | not reported in the loaded dataset |
| Global Thematic Partners LLC | INVESTMENT MGMT | $124,371 | not reported in the loaded dataset |
| T. Rowe Price Trust Company | INVESTMENT MGMT | $121,826 | not reported in the loaded dataset |
| Metropolitan West Asset Management | INVESTMENT MGMT | $119,556 | not reported in the loaded dataset |
| Schneider Capital Management | INVESTMENT MGMT | $119,539 | $0 |
| J.P. Morgan Chase Bank, N.A. | TRUSTEE | $114,875 | $0 |
| Intech | INVESTMENT MGMT | $112,084 | not reported in the loaded dataset |
| T. Rowe Price Trust Company | INVESTMENT MGMT | $110,723 | not reported in the loaded dataset |
| Mercer | ACTUARY | $108,287 | not reported in the loaded dataset |
| Metropolitan West Asset Management | INVESTMENT MGMT | $103,763 | not reported in the loaded dataset |
| Delaware Management Company | INVESTMENT ADV | $103,114 | not reported in the loaded dataset |
| Ivins, Phillips & Barker | ATTORNEY | $101,624 | not reported in the loaded dataset |
| Metropolitan West Asset Mgmt, LLC | INVESTMENT MGMT | $99,823 | $0 |
| The Tcw Group, Inc. | INVESTMENT MGMT | $98,814 | $0 |
| Mercer | ACTUARY | $98,348 | not reported in the loaded dataset |
| Metropolitan West Asset Management | INVESTMENT MGMT | $98,019 | not reported in the loaded dataset |
| The Tcw Group, Inc. | INVESTMENT MGMT | $96,257 | $0 |
| Intech | INVESTMENT MGMT | $94,500 | not reported in the loaded dataset |
| Callan Associates, Inc. | CONSULTANT | $93,775 | not reported in the loaded dataset |
| Ivins, Phillips & Barker | ATTORNEY | $93,014 | not reported in the loaded dataset |
| The Tcw Group, Inc. | INVESTMENT MGMT | $90,756 | $0 |
| Mercer | ACTUARY | $87,660 | not reported in the loaded dataset |
| Janus Capital Corp. | INVESTMENT MGMT | $87,359 | not reported in the loaded dataset |
| Metropolitan West Asset Mgmt LLC | INVESTMENT MGMT | $86,091 | $0 |
| Stockbridge Capital Group, LLC | INVESTMENT MGMT | $84,580 | not reported in the loaded dataset |
| Towers Watson | INVESTMENT MGMT | $79,961 | not reported in the loaded dataset |
| Janus Capital Corp. | INVESTMENT MGMT | $79,432 | not reported in the loaded dataset |
| Ivins Phillips & Barker | ATTORNEY | $78,256 | not reported in the loaded dataset |
| Mercer | ACTUARY | $77,164 | not reported in the loaded dataset |
| Ubs Global Asset Management | INVESTMENT MGMT | $75,396 | $0 |
| Mercer | ACTUARY | $75,304 | not reported in the loaded dataset |
| Stockbridge Capital Group, LLC | INVESTMENT MGMT | $75,222 | not reported in the loaded dataset |
| Victory Capital Management | INVESTMENT MGMT | $73,670 | $0 |
| Blackrock Institutional Trust Co. | INVESTMENT MGMT | $72,318 | $0 |
| Ivins, Phillips & Barker | ATTORNEY | $69,020 | not reported in the loaded dataset |
| Wellington Trust | INVESTMENT MGMT | $64,035 | $0 |
| Mercer | ACTUARY | $62,576 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co. | INVESTMENT MGMT | $61,136 | $0 |
| Blackrock Institutional Trust Co. | INVESTMENT MGMT | $60,859 | $0 |
| Mercer (Us) LLC | ACTUARY | $60,000 | not reported in the loaded dataset |
| Earnings Determine Market Price | INVESTMENT MGMT | $59,778 | not reported in the loaded dataset |
| W.H. Reaves & Co. | INVESTMENT MGMT | $59,050 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co. | INVESTMENT MGMT | $58,893 | $0 |
| Ivins, Phillips & Barker | ATTORNEY | $58,881 | not reported in the loaded dataset |
| Northern Trust Co Of Connecticut | INVESTMENT MGMT | $57,791 | not reported in the loaded dataset |
| Earnings Determine Market Price | INVESTMENT MGMT | $55,916 | not reported in the loaded dataset |
| Janus Capital Management LLC | INVESTMENT MGMT | $55,392 | not reported in the loaded dataset |
| Stockbridge Capital Group LLC | INVESTMENT MGMT | $51,949 | not reported in the loaded dataset |
| T. Rowe Price Trust Company | INVESTMENT MGMT | $49,915 | $0 |
| Instinet | BROKER | $0 | $48,022 |
| Mercer | ACTUARY | $43,247 | not reported in the loaded dataset |
| Ivins, Phillips & Barker | ATTORNEY | $42,146 | not reported in the loaded dataset |
| Stockbridge Capital Group, LLC | INVESTMENT MGMT | $41,695 | not reported in the loaded dataset |
| Mercer | ACTUARY | $40,895 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co. | INVESTMENT MGMT | $40,404 | $0 |
| Prudential Trust Company | INVESTMENT MGMT | $39,656 | not reported in the loaded dataset |
| Blackrock | INVESTMENT MGMT | $39,276 | not reported in the loaded dataset |
| Northern Trust Co Of Connecticut | INVESTMENT MGMT | $39,275 | not reported in the loaded dataset |
| Edmp Inc | INVESTMENT MGMT | $38,649 | not reported in the loaded dataset |
| Altrinsic International Eq Port, Lp | INVESTMENT MGMT | $36,783 | not reported in the loaded dataset |
| Ivins Phillips | ATTORNEY | $34,474 | not reported in the loaded dataset |
| Intech | INVESTMENT MGMT | $33,272 | not reported in the loaded dataset |
| Tcw Investment Management Co. | INVESTMENT MGMT | $31,764 | not reported in the loaded dataset |
| Stockbridge Capital Group LLC | INVESTMENT MGMT | $31,095 | not reported in the loaded dataset |
| Ivins, Phillips & Barker | ATTORNEY | $30,910 | not reported in the loaded dataset |
| Phillips Lytle Llp | ATTORNEY | $30,888 | not reported in the loaded dataset |
| Prudential Trust Company | INVESTMENT MGMT | $27,113 | not reported in the loaded dataset |
| Wellington Trust | INVESTMENT MGMT | $26,981 | $0 |
| Janus Capital Management LLC | INVESTMENT MGMT | $25,845 | $0 |
| Mercer | ACTUARY | $25,043 | not reported in the loaded dataset |
| Mellon Capital Management | INVESTMENT MGMT | $22,417 | not reported in the loaded dataset |
| The Bonadio Group | AUDITOR | $22,000 | not reported in the loaded dataset |
| Credit Suisse First Boston Corp | BROKER | $0 | $21,721 |
| Stockbridge Capital Group LLC | INVESTMENT MGMT | $20,850 | not reported in the loaded dataset |
| Global Thematic Partners LLC | INVESTMENT MGMT | $20,581 | not reported in the loaded dataset |
| The Bonadio Group | AUDITOR | $19,380 | not reported in the loaded dataset |
| Mellon Capital Mgmt. Corp. | INVESTMENT MGMT | $19,209 | not reported in the loaded dataset |
| The Bonadio Group | AUDITOR | $19,000 | not reported in the loaded dataset |
| Mellon Capital Management | INVESTMENT MGMT | $18,966 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | BROKER | $0 | $18,928 |
| Stockbridge Capital Group LLC. | INVESTMENT MGMT | $18,749 | not reported in the loaded dataset |
| The Bonadio Group | AUDITOR | $18,500 | not reported in the loaded dataset |
| Mellon Capital Mgmt. Corp. | INVESTMENT MGMT | $18,241 | not reported in the loaded dataset |
| Jefferies & Company | BROKER | $0 | $18,061 |
| The Bonadio Group | AUDITOR | $18,000 | not reported in the loaded dataset |
| The Bonadio Group | AUDITOR | $17,800 | not reported in the loaded dataset |
| Lynch Jones & Ryan | BROKER | $0 | $17,771 |
| Ivins, Phillips & Barker | ATTORNEY | $17,672 | not reported in the loaded dataset |
| The Bonadio Group | AUDITOR | $17,300 | not reported in the loaded dataset |
| Stockbridge Real Estate Funds | INVESTMENT MGMT | $16,767 | not reported in the loaded dataset |
| Neuberger & Berman | INVESTMENT MGMT | $16,538 | not reported in the loaded dataset |
| The Bonadio Group | AUDITOR | $16,338 | not reported in the loaded dataset |
| The Bonadio Group | AUDITOR | $15,750 | not reported in the loaded dataset |
| The Bonadio Group | AUDITOR | $15,408 | not reported in the loaded dataset |
| The Bonadio Group | AUDITOR | $15,332 | not reported in the loaded dataset |
| Neuberger & Berman | INVESTMENT MGMT | $15,062 | not reported in the loaded dataset |
| Debevoise & Plimpton | ATTORNEY | $14,655 | not reported in the loaded dataset |
| Stockbridge Capital Group LLC. | INVESTMENT MGMT | $13,978 | not reported in the loaded dataset |
| Barclays Capital Le | BROKER | $0 | $13,248 |
| Blackrock Institutional Trust Co. | INVESTMENT MGMT | $12,823 | $0 |
| Phillips Lytle Llp | ATTORNEY | $12,139 | not reported in the loaded dataset |
| Bny Esi Securities Co. | BROKER | $0 | $10,926 |
| Liquidnet Inc | BROKER | $0 | $10,335 |
| Stifel Nicolaus And Co | BROKER | $0 | $9,890 |
| Ubs Warburg LLC | BROKER | $0 | $7,922 |
| Council Of Institutional Investors | OTHER SERVICES | $7,895 | not reported in the loaded dataset |
| Dewey & Leboeuf | ATTORNEY | $7,521 | not reported in the loaded dataset |
| Mellon Capital Management | INVESTMENT MGMT | $7,406 | $0 |
| Instinet | BROKER | $0 | $7,350 |
| Citibank Global Markets/Smith Barn | BROKER | $0 | $7,206 |
| Ivins Phillips Barker | ATTORNEY | $7,020 | not reported in the loaded dataset |
| Phillips Lytle | ATTORNEY | $6,891 | not reported in the loaded dataset |
| Goldman Sachs & Company | BROKER | $0 | $6,752 |
| State Street Brokerage Svcs | BROKER | $0 | $6,677 |
| Utility Pension Fund Study Group | OTHER SERVICES | $6,600 | not reported in the loaded dataset |
| Cowen LLC | BROKER | $0 | $6,072 |
| Investment Technology Group Inc | BROKER | $0 | $5,741 |