2023 Form 5500 filing — Essential Utilities, Inc. Pension 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 20241015124814NAL0056212498003) for Essential Utilities, Inc. Pension Plan, reported by Essential Utilities, Inc. under EIN 23-1702594 and plan number 001. It reports 2,436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124814NAL0056212498003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Essential Utilities, Inc.
- EIN
- 23-1702594
- Plan number
- 001
- Location
- Bryn Mawr, PA
- Participants
- 2,436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $321,563,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $321,563,739
- Employer contributions
- $9,393,069
- Total income / additions
- $18,994,761
- Benefits paid
- $48,897,154
- Administrative expenses
- $1,229,734
- Total expenses
- $50,126,888
- Net increase / (decrease)
- -$31,132,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us | CONTRACT ADMIN | $895,416 | not reported in the loaded dataset |
| Goldman Sachs | INVESTMENT MANAGEMENT | $14,360 | not reported in the loaded dataset |
| Lgima | INVESTMENT MANAGER | $12,994 | not reported in the loaded dataset |
| Faegre Drinker Biddle & Reath | LEGAL | $9,658 | not reported in the loaded dataset |
| Holland & Knight | LEGAL | $9,474 | not reported in the loaded dataset |
| State Street Bank & Trust Co | INVESTMENT MANAGEMENT | $5,604 | not reported in the loaded dataset |