2023 Form 5500 filing — National Fuel Gas Distribution Corp. - Pa Division Voluntary Employees' Beneficiary Association For Collectively Bargained Employees

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 20250710085019NAL0003381107001) for National Fuel Gas Distribution Corp. - Pa Division Voluntary Employees' Beneficiary Association For Collectively Bargained Employees, reported by National Fuel Gas Company under EIN 13-1086010 and plan number 516. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250710085019NAL0003381107001
Filing year
2023
Form type
2
Plan sponsor
National Fuel Gas Company
EIN
13-1086010
Plan number
516
Location
Williamsville, NY
Participants
195
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$62,320,755
Total liabilities (EOY)
$313,297
Net assets (EOY)
$62,007,458
Participant contributions
$368,624
Total income / additions
$9,210,852
Benefits paid
$3,257,992
Administrative expenses
$150,154
Total expenses
$3,408,146
Net increase / (decrease)
$5,802,706
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Highmark Bluecross Blueshield Of WnCONTRACT ADMIN$100,237not reported in the loaded dataset
Jpmorgan Chase Bank, N.A.TRUSTEE$2,400$29,991
Towers Watson Investment ServicesCONSULTANT$17,545not reported in the loaded dataset
Innovative Rx Strategies, LLCCONTRACT ADMIN$8,017not reported in the loaded dataset
Cvs CaremarkCLAIMS PROCESSING$7,352not reported in the loaded dataset

Related Form 5500 pages