Plan5500

2023 Form 5500 filing — Essential Utilities, Inc. Retiree Health And Welfare 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 20241015112634NAL0014484787002) for Essential Utilities, Inc. Retiree Health And Welfare Plan, reported by Essential Utilities, Inc. under EIN 23-1702594 and plan number 507. It reports 2,673 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015112634NAL0014484787002
Filing year
2023
Form type
2
Plan sponsor
Essential Utilities, Inc.
EIN
23-1702594
Plan number
507
Location
Bryn Mawr, PA
Participants
2,673
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$96,977,342
Total liabilities (EOY)
$547,611
Net assets (EOY)
$96,429,731
Employer contributions
$2,813,805
Participant contributions
$90,532
Total income / additions
$16,340,821
Benefits paid
$5,786,228
Administrative expenses
$846,210
Total expenses
$6,632,438
Net increase / (decrease)
$9,708,383
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Willis Towers WatsonPLAN ACTUARY$258,237not reported in the loaded dataset
Bswift, LLCCONTRACT ADMINISTRATION$135,485not reported in the loaded dataset
Schneider Capital MgmtLEGAL$86,082not reported in the loaded dataset
Bny MellonTRUSTEE/CUSTODIAN$47,073not reported in the loaded dataset
State Street Global AdvisorsINVESTMENT MANAGER$20,032not reported in the loaded dataset
Faegre Drinker Biddle & ReathLEGAL$6,872not reported in the loaded dataset
Chard SnyderCONTRACT ADMINISTRATION$6,461not reported in the loaded dataset

Related Form 5500 pages