2023 Form 5500 filing — Unitil Retiree Health And Welfare Benefits 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 20241011151652NAL0023073569001) for Unitil Retiree Health And Welfare Benefits Plan, reported by Unitil Service Corp. under EIN 02-0383661 and plan number 520. It reports 347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151652NAL0023073569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unitil Service Corp.
- EIN
- 02-0383661
- Plan number
- 520
- Location
- Hampton, NH
- Participants
- 347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,876,253
- Net assets (EOY)
- $29,876,253
- Employer contributions
- $1,694,583
- Participant contributions
- $234,408
- Total income / additions
- $5,782,203
- Benefits paid
- $2,720,106
- Administrative expenses
- $247,532
- Total expenses
- $2,967,638
- Net increase / (decrease)
- $2,814,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments | NONE | $75,724 | $0 |
| Anthem Health Plans Of New Hampshir | ADMINISTRATOR | $21,458 | $12,181 |
| Caron & Bletzer, Pllc | ACCOUNTANT | $32,100 | not reported in the loaded dataset |
| Caron & Bletzer Ts, Pllc | ACCOUNTANT | $8,285 | not reported in the loaded dataset |