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 20240627094631NAL0006486371001) for National Fuel Gas Company Retirement Plan, reported by National Fuel Gas Company under EIN 13-1086010 and plan number 001. It reports 3,937 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$930.6MReported net assets$930,589,774
Participants3.9K3,937
Provider compensation$45M247 Schedule C row(s)$44,950,296
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240627094631NAL0006486371001
Plan sponsor
National Fuel Gas Company
EIN
13-1086010
Plan number
001
Location
Williamsville, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$941.1M total assets
Net assets$930.6MLiabilities$10.5M
Money in vs. money out
Total income / additions$46.3M
Total expenses$64M
Benefits paid / distributions$59.6M
Contributions
Employer$18.1M
ParticipantNot reported
Full reported line items
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 C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INSURANCE · Direct $1.1M
  2. 2
    INVESTMENT MGMT · Direct $1M
  3. 3
    INSURANCE · Direct $977.3K
  4. 4
    INSURANCE · Direct $858.9K
  5. 5
    INSURANCE · Direct $699.8K
  6. 6
    Pgim Inc.$677.3K
    INVESTMENT MGMT · Direct $677.3K
  7. 7
    INVESTMENT MGMT · Direct $612.9K · Indirect $0
  8. 8
    INVESTMENT MGMT · Direct $608.9K · Indirect $0
  9. 9
    INVESTMENT MGMT · Direct $596K
  10. 10
    INVESTMENT MGMT · Direct $557K · Indirect $0
  11. 11
    Pgim, Inc.$547.1K
    INVESTMENT MGMT · Direct $547.1K
  12. 12
    INVESTMENT MGMT · Direct $511.1K · Indirect $0
  13. 13
    Pgim, Inc.$489.8K
    INVESTMENT MGMT · Direct $489.8K
  14. 14
    INVESTMENT MGMT · Direct $483K · Indirect $0
  15. 15
    INVESTMENT MGMT · Direct $481K · Indirect $0
  16. 16
    INVESTMENT MGMT · Direct $477.9K · Indirect $0
  17. 17
    INVESTMENT MGMT · Direct $468.1K · Indirect $0
  18. 18
    INVESTMENT MGMT · Direct $460K · Indirect $0
  19. 19
    Pgim, Inc.$452.2K
    INVESTMENT MGMT · Direct $452.2K
  20. 20
    INVESTMENT MGMT · Direct $425.7K
  21. 21
    INVESTMENT MGMT · Direct $424.3K
  22. 22
    INVESTMENT MGMT · Direct $401.7K · Indirect $0
  23. 23
    INVESTMENT MGMT · Direct $387.4K
  24. 24
    INVESTMENT MGMT · Direct $383K
  25. 25
    INVESTMENT MGMT · Direct $382.3K · Indirect $0
  26. 26
    INVESTMENT MGMT · Direct $379.2K · Indirect $0
  27. 27
    INVESTMENT MGMT · Direct $377.4K
  28. 28
    INVESTMENT MGMT · Direct $375.8K · Indirect $0
  29. 29
    INVESTMENT MGMT · Direct $374.7K · Indirect $0
  30. 30
    INVESTMENT MGMT · Direct $373.8K · Indirect $0
  31. 31
    INVESTMENT MGMT · Direct $372.3K · Indirect $0
  32. 32
    INVESTMENT MGMT · Direct $369.5K · Indirect $0
  33. 33
    INVESTMENT MGMT · Direct $366.1K · Indirect $0
  34. 34
    INVESTMENT MGMT · Direct $365.2K · Indirect $0
  35. 35
    INVESTMENT MGMT · Direct $360.8K
  36. 36
    INVESTMENT MGMT · Direct $359.4K · Indirect $0
  37. 37
    INVESTMENT MGMT · Direct $358.7K · Indirect $0
  38. 38
    INVESTMENT MGMT · Direct $355.8K · Indirect $0
  39. 39
    INVESTMENT MGMT · Direct $344.8K · Indirect $0
  40. 40
    INVESTMENT MGMT · Direct $329.5K
  41. 41
    TRUSTEE · Direct $324.4K
  42. 42
    INVESTMENT MGMT · Direct $323.5K
  43. 43
    INVESTMENT MGMT · Direct $315.5K · Indirect $0
  44. 44
    INVESTMENT MGMT · Direct $315.1K
  45. 45
    INVESTMENT MGMT · Direct $315K · Indirect $0
  46. 46
    INVESTMENT MGMT · Direct $313.3K
  47. 47
    INVESTMENT MGMT · Direct $311.4K · Indirect $0
  48. 48
    INVESTMENT MGMT · Direct $309.7K
  49. 49
    INVESTMENT MGMT · Direct $309.1K · Indirect $0
  50. 50
    INVESTMENT MGMT · Direct $306.9K
  51. 51
    INVESTMENT MGMT · Direct $301.9K
  52. 52
    INVESTMENT MGMT · Direct $300.8K
  53. 53
    INSURANCE · Direct $298.5K
  54. 54
    INVESTMENT MGMT · Direct $293.7K
  55. 55
    INVESTMENT MGMT · Direct $290.1K
  56. 56
    INVESTMENT MGMT · Direct $286.5K · Indirect $0
  57. 57
    INVESTMENT MGMT · Direct $282.4K
  58. 58
    INVESTMENT MGMT · Direct $280.2K · Indirect $0
  59. 59
    INVESTMENT MGMT · Direct $275.7K · Indirect $0
  60. 60
    INVESTMENT MGMT · Direct $274.3K · Indirect $0
  61. 61
    INVESTMENT MGMT · Direct $268.1K · Indirect $0
  62. 62
    INVESTMENT MGMT · Direct $259.5K
  63. 63
    INVESTMENT ADV · Direct $255.3K · Indirect $0
  64. 64
    INVESTMENT MGMT · Direct $249.7K
  65. 65
    INVESTMENT MGMT · Direct $248.9K · Indirect $0
  66. 66
    INVESTMENT MGMT · Direct $247.5K
  67. 67
    INVESTMENT MGMT · Direct $243.6K
  68. 68
    TRUSTEE · Direct $107.4K · Indirect $136.2K
  69. 69
    CONSULTANT · Direct $243.1K
  70. 70
    INVESTMENT MGMT · Direct $241.3K
  71. 71
    INVESTMENT MGMT · Direct $240.4K · Indirect $0
  72. 72
    TRUSTEE · Direct $171.6K · Indirect $66.1K
  73. 73
    INVESTMENT MGMT · Direct $237.2K · Indirect $0
  74. 74
    CONSULTANT · Direct $237K
  75. 75
    INVESTMENT MGMT · Direct $235.2K · Indirect $0
  76. 76
    CONSULTANT · Direct $230K
  77. 77
    INVESTMENT MGMT · Direct $228.6K
  78. 78
    INVESTMENT MGMT · Direct $226.8K
  79. 79
    CONSULTANT · Direct $225.4K
  80. 80
    INVESTMENT MGMT · Direct $165.3K · Indirect $58.4K
  81. 81
    INVESTMENT MGMT · Direct $219.5K
  82. 82
    INVESTMENT MGMT · Direct $215.1K · Indirect $0
  83. 83
    INVESTMENT MGMT · Direct $212.4K
  84. 84
    INVESTMENT MGMT · Direct $212.3K · Indirect $115
  85. 85
    TRUSTEE · Direct $172.7K · Indirect $38.8K
  86. 86
    INVESTMENT MGMT · Direct $209.9K
  87. 87
    INVESTMENT MGMT · Direct $208.9K
  88. 88
    INVESTMENT MGMT · Direct $205.4K
  89. 89
    INVESTMENT MGMT · Direct $203K · Indirect $0
  90. 90
    CONSULTANT · Direct $202.3K
  91. 91
    CONSULTANT · Direct $201.3K
  92. 92
    INVESTMENT MGMT · Direct $196.6K
  93. 93
    INVESTMENT MGMT · Direct $193.7K · Indirect $0
  94. 94
    CONSULTANT · Direct $190.1K
  95. 95
    CONSULTANT · Direct $189.2K
  96. 96
    CONSULTANT · Direct $187.6K
  97. 97
    INVESTMENT MGMT · Direct $187.4K
  98. 98
    INVESTMENT MGMT · Direct $186.1K
  99. 99
    INVESTMENT MGMT · Direct $173.9K · Indirect $9.3K
  100. 100
    INVESTMENT MGMT · Direct $177.5K
  101. 101
    INVESTMENT MGMT · Direct $175K · Indirect $0
  102. 102
    INVESTMENT MGMT · Direct $171.7K
  103. 103
    INVESTMENT MGMT · Direct $171.6K
  104. 104
    TRUSTEE · Direct $140K · Indirect $31.1K
  105. 105
    TRUSTEE · Direct $139.6K · Indirect $29.8K
  106. 106
    INVESTMENT MGMT · Direct $169K
  107. 107
    INVESTMENT MGMT · Direct $167.8K
  108. 108
    INVESTMENT ADV · Direct $165.4K
  109. 109
    INVESTMENT MGMT · Direct $164.8K · Indirect $0
  110. 110
    INVESTMENT MGMT · Direct $161.7K
  111. 111
    INVESTMENT MGMT · Direct $160.5K · Indirect $0
  112. 112
    INVESTMENT MGMT · Direct $159.1K · Indirect $0
  113. 113
    TRUSTEE · Direct $134.3K · Indirect $24.7K
  114. 114
    INVESTMENT MGMT · Direct $155.1K · Indirect $0
  115. 115
    ATTORNEY · Direct $153.7K
  116. 116
    INVESTMENT MGMT · Direct $153.5K
  117. 117
    INVESTMENT MGMT · Direct $151.2K · Indirect $0
  118. 118
    INVESTMENT MGMT · Direct $148.1K
  119. 119
    INVESTMENT MGMT · Direct $144.8K
  120. 120
    Mercer$144.1K
    ACTUARY · Direct $144.1K
  121. 121
    INVESTMENT MGMT · Direct $142.2K
  122. 122
    TRUSTEE · Direct $137.3K · Indirect $571
  123. 123
    TRUSTEE · Direct $135.2K · Indirect $0
  124. 124
    INVESTMENT MGMT · Direct $129K · Indirect $5.2K
  125. 125
    INVESTMENT ADV · Direct $134K
  126. 126
    INVESTMENT MGMT · Direct $133.1K
  127. 127
    TRUSTEE · Direct $100K · Indirect $30.3K
  128. 128
    INVESTMENT MGMT · Direct $129.8K
  129. 129
    TRUSTEE · Direct $128.3K
  130. 130
    INVESTMENT MGMT · Direct $127.2K
  131. 131
    INVESTMENT MGMT · Direct $126.5K
  132. 132
    INVESTMENT MGMT · Direct $124.4K
  133. 133
    INVESTMENT MGMT · Direct $121.8K
  134. 134
    INVESTMENT MGMT · Direct $119.6K
  135. 135
    INVESTMENT MGMT · Direct $119.5K · Indirect $0
  136. 136
    TRUSTEE · Direct $114.9K · Indirect $0
  137. 137
    Intech$112.1K
    INVESTMENT MGMT · Direct $112.1K
  138. 138
    INVESTMENT MGMT · Direct $110.7K
  139. 139
    Mercer$108.3K
    ACTUARY · Direct $108.3K
  140. 140
    INVESTMENT MGMT · Direct $103.8K
  141. 141
    INVESTMENT ADV · Direct $103.1K
  142. 142
    ATTORNEY · Direct $101.6K
  143. 143
    INVESTMENT MGMT · Direct $99.8K · Indirect $0
  144. 144
    INVESTMENT MGMT · Direct $98.8K · Indirect $0
  145. 145
    Mercer$98.3K
    ACTUARY · Direct $98.3K
  146. 146
    INVESTMENT MGMT · Direct $98K
  147. 147
    INVESTMENT MGMT · Direct $96.3K · Indirect $0
  148. 148
    Intech$94.5K
    INVESTMENT MGMT · Direct $94.5K
  149. 149
    CONSULTANT · Direct $93.8K
  150. 150
    ATTORNEY · Direct $93K
  151. 151
    INVESTMENT MGMT · Direct $90.8K · Indirect $0
  152. 152
    Mercer$87.7K
    ACTUARY · Direct $87.7K
  153. 153
    INVESTMENT MGMT · Direct $87.4K
  154. 154
    INVESTMENT MGMT · Direct $86.1K · Indirect $0
  155. 155
    INVESTMENT MGMT · Direct $84.6K
  156. 156
    INVESTMENT MGMT · Direct $80K
  157. 157
    INVESTMENT MGMT · Direct $79.4K
  158. 158
    ATTORNEY · Direct $78.3K
  159. 159
    Mercer$77.2K
    ACTUARY · Direct $77.2K
  160. 160
    INVESTMENT MGMT · Direct $75.4K · Indirect $0
  161. 161
    Mercer$75.3K
    ACTUARY · Direct $75.3K
  162. 162
    INVESTMENT MGMT · Direct $75.2K
  163. 163
    INVESTMENT MGMT · Direct $73.7K · Indirect $0
  164. 164
    INVESTMENT MGMT · Direct $72.3K · Indirect $0
  165. 165
    ATTORNEY · Direct $69K
  166. 166
    INVESTMENT MGMT · Direct $64K · Indirect $0
  167. 167
    Mercer$62.6K
    ACTUARY · Direct $62.6K
  168. 168
    INVESTMENT MGMT · Direct $61.1K · Indirect $0
  169. 169
    INVESTMENT MGMT · Direct $60.9K · Indirect $0
  170. 170
    ACTUARY · Direct $60K
  171. 171
    INVESTMENT MGMT · Direct $59.8K
  172. 172
    INVESTMENT MGMT · Direct $59K
  173. 173
    INVESTMENT MGMT · Direct $58.9K · Indirect $0
  174. 174
    ATTORNEY · Direct $58.9K
  175. 175
    INVESTMENT MGMT · Direct $57.8K
  176. 176
    INVESTMENT MGMT · Direct $55.9K
  177. 177
    INVESTMENT MGMT · Direct $55.4K
  178. 178
    INVESTMENT MGMT · Direct $51.9K
  179. 179
    INVESTMENT MGMT · Direct $49.9K · Indirect $0
  180. 180
    BROKER · Direct $0 · Indirect $48K
  181. 181
    Mercer$43.2K
    ACTUARY · Direct $43.2K
  182. 182
    ATTORNEY · Direct $42.1K
  183. 183
    INVESTMENT MGMT · Direct $41.7K
  184. 184
    Mercer$40.9K
    ACTUARY · Direct $40.9K
  185. 185
    INVESTMENT MGMT · Direct $40.4K · Indirect $0
  186. 186
    INVESTMENT MGMT · Direct $39.7K
  187. 187
    Blackrock$39.3K
    INVESTMENT MGMT · Direct $39.3K
  188. 188
    INVESTMENT MGMT · Direct $39.3K
  189. 189
    Edmp Inc$38.6K
    INVESTMENT MGMT · Direct $38.6K
  190. 190
    INVESTMENT MGMT · Direct $36.8K
  191. 191
    ATTORNEY · Direct $34.5K
  192. 192
    Intech$33.3K
    INVESTMENT MGMT · Direct $33.3K
  193. 193
    INVESTMENT MGMT · Direct $31.8K
  194. 194
    INVESTMENT MGMT · Direct $31.1K
  195. 195
    ATTORNEY · Direct $30.9K
  196. 196
    ATTORNEY · Direct $30.9K
  197. 197
    INVESTMENT MGMT · Direct $27.1K
  198. 198
    INVESTMENT MGMT · Direct $27K · Indirect $0
  199. 199
    INVESTMENT MGMT · Direct $25.8K · Indirect $0
  200. 200
    Mercer$25K
    ACTUARY · Direct $25K
  201. 201
    INVESTMENT MGMT · Direct $22.4K
  202. 202
    AUDITOR · Direct $22K
  203. 203
    BROKER · Direct $0 · Indirect $21.7K
  204. 204
    INVESTMENT MGMT · Direct $20.9K
  205. 205
    INVESTMENT MGMT · Direct $20.6K
  206. 206
    AUDITOR · Direct $19.4K
  207. 207
    INVESTMENT MGMT · Direct $19.2K
  208. 208
    AUDITOR · Direct $19K
  209. 209
    INVESTMENT MGMT · Direct $19K
  210. 210
    BROKER · Direct $0 · Indirect $18.9K
  211. 211
    INVESTMENT MGMT · Direct $18.7K
  212. 212
    AUDITOR · Direct $18.5K
  213. 213
    INVESTMENT MGMT · Direct $18.2K
  214. 214
    BROKER · Direct $0 · Indirect $18.1K
  215. 215
    AUDITOR · Direct $18K
  216. 216
    AUDITOR · Direct $17.8K
  217. 217
    BROKER · Direct $0 · Indirect $17.8K
  218. 218
    ATTORNEY · Direct $17.7K
  219. 219
    AUDITOR · Direct $17.3K
  220. 220
    INVESTMENT MGMT · Direct $16.8K
  221. 221
    INVESTMENT MGMT · Direct $16.5K
  222. 222
    AUDITOR · Direct $16.3K
  223. 223
    AUDITOR · Direct $15.8K
  224. 224
    AUDITOR · Direct $15.4K
  225. 225
    AUDITOR · Direct $15.3K
  226. 226
    INVESTMENT MGMT · Direct $15.1K
  227. 227
    ATTORNEY · Direct $14.7K
  228. 228
    INVESTMENT MGMT · Direct $14K
  229. 229
    BROKER · Direct $0 · Indirect $13.2K
  230. 230
    INVESTMENT MGMT · Direct $12.8K · Indirect $0
  231. 231
    ATTORNEY · Direct $12.1K
  232. 232
    BROKER · Direct $0 · Indirect $10.9K
  233. 233
    BROKER · Direct $0 · Indirect $10.3K
  234. 234
    BROKER · Direct $0 · Indirect $9.9K
  235. 235
    BROKER · Direct $0 · Indirect $7.9K
  236. 236
    OTHER SERVICES · Direct $7.9K
  237. 237
    ATTORNEY · Direct $7.5K
  238. 238
    INVESTMENT MGMT · Direct $7.4K · Indirect $0
  239. 239
    BROKER · Direct $0 · Indirect $7.3K
  240. 240
    BROKER · Direct $0 · Indirect $7.2K
  241. 241
    ATTORNEY · Direct $7K
  242. 242
    ATTORNEY · Direct $6.9K
  243. 243
    BROKER · Direct $0 · Indirect $6.8K
  244. 244
    BROKER · Direct $0 · Indirect $6.7K
  245. 245
    OTHER SERVICES · Direct $6.6K
  246. 246
    BROKER · Direct $0 · Indirect $6.1K
  247. 247
    BROKER · Direct $0 · Indirect $5.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627094631NAL0006486371001 cover?
It is the 2023 Form 5500 filing for National Fuel Gas Company Retirement Plan, reported by National Fuel Gas Company (EIN 13-1086010).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages