2023 Form 5500 filing — Texas Gas 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 20240730085847NAL0013223955004) for Texas Gas Retirement Plan, reported by Texas Gas Transmission, LLC under EIN 61-0405152 and plan number 001. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730085847NAL0013223955004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Gas Transmission, LLC
- EIN
- 61-0405152
- Plan number
- 001
- Location
- Owensboro, KY
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,624,277
- Total liabilities (EOY)
- $121,715
- Net assets (EOY)
- $85,502,562
- Employer contributions
- $3,344,472
- Total income / additions
- $13,134,471
- Benefits paid
- $8,416,909
- Administrative expenses
- $477,902
- Total expenses
- $8,894,811
- Net increase / (decrease)
- $4,239,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buck Global, LLC | N/A | $203,706 | not reported in the loaded dataset |
| Stegner Investment Associates | not reported in the loaded dataset | $100,000 | not reported in the loaded dataset |
| The Northern Trust Company | N/A | $79,195 | not reported in the loaded dataset |
| Deloitte & Touche, Llp | N/A | $48,940 | not reported in the loaded dataset |
| Frost Brown Todd, LLC | N/A | $7,105 | not reported in the loaded dataset |