2023 Form 5500 filing — Suez Water Resources Inc. Pension Plans Master Trust
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 20241015213007NAL0030957553004) for Suez Water Resources Inc. Pension Plans Master Trust, reported by Suez Water Resources Inc. under EIN 47-6688772 and plan number 110. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015213007NAL0030957553004
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Suez Water Resources Inc.
- EIN
- 47-6688772
- Plan number
- 110
- Location
- Paramus, NJ
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $385,798,678
- Total liabilities (EOY)
- $172,844
- Net assets (EOY)
- $385,625,834
- Total income / additions
- $44,349,185
- Administrative expenses
- $458,768
- Total expenses
- $458,768
- Net increase / (decrease)
- $43,890,417
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Trust Company | NONE | $504,309 | not reported in the loaded dataset |
| Towers Watson Deleware Inc. | NONE | $285,526 | not reported in the loaded dataset |
| Creative Planning | NONE | $175,000 | not reported in the loaded dataset |
| Legal & General Investment Mgmnt | NONE | $97,934 | not reported in the loaded dataset |
| Mazars Usa Llp | NONE | $62,400 | not reported in the loaded dataset |
| Kpmg | NONE | $54,075 | not reported in the loaded dataset |
| Brandywine Global Investment Mgmnt | NONE | $51,274 | not reported in the loaded dataset |
| Wellington Management | NONE | $40,160 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $36,284 | not reported in the loaded dataset |
| Income Research & Management | NONE | $15,240 | not reported in the loaded dataset |
| Novak Birks, P.C. | NONE | $2,750 | not reported in the loaded dataset |
| Lockton Companies, LLC | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Wells Fargo | not reported in the loaded dataset | $0 | not reported in the loaded dataset |