2023 Form 5500 filing — The Empire District Electric Company Retiree Health Care 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 20241015103457NAL0014410131001) for The Empire District Electric Company Retiree Health Care Plan, reported by Liberty Utilities Co. under EIN 44-0236370 and plan number 514. It reports 512 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103457NAL0014410131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Utilities Co.
- EIN
- 44-0236370
- Plan number
- 514
- Location
- Litchfield, AZ
- Participants
- 512
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,002,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,002,818
- Employer contributions
- $5,717,419
- Participant contributions
- $1,598,564
- Total income / additions
- $24,764,761
- Benefits paid
- $7,474,846
- Administrative expenses
- $1,874,375
- Total expenses
- $9,349,221
- Net increase / (decrease)
- $15,415,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSING | $275,943 | $2,266 |
| Cbiz | NONE | $77,712 | not reported in the loaded dataset |
| Cbiz Investment Advisory Services | NONE | $51,334 | not reported in the loaded dataset |
| Benefit Trust Company | NONE | $41,579 | not reported in the loaded dataset |