2023 Form 5500 filing — Energy Transfer Lp Postretirement Medical And Death Benefit Program
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 20241015171010NAL0015144259003) for Energy Transfer Lp Postretirement Medical And Death Benefit Program, reported by Energy Transfer Lp under EIN 30-0108820 and plan number 507. It reports 6,588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171010NAL0015144259003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Energy Transfer Lp
- EIN
- 30-0108820
- Plan number
- 507
- Location
- Houston, TX
- Participants
- 6,588
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $312,377,958
- Total liabilities (EOY)
- $567,294
- Net assets (EOY)
- $311,810,664
- Employer contributions
- $1,481,000
- Participant contributions
- $6,154,673
- Total income / additions
- $48,988,296
- Benefits paid
- $18,956,244
- Administrative expenses
- $2,423,202
- Total expenses
- $21,379,446
- Net increase / (decrease)
- $27,608,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Investment Svcs, Inc. | NONE | $303,790 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $134,451 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $78,867 | not reported in the loaded dataset |
| Aon Corp. | NONE | $35,457 | not reported in the loaded dataset |
| Wells Fargo | NONE | $34,624 | not reported in the loaded dataset |