Unitil Corporation Tax Deferred Savings And Investment Plan — Form 5500 plan (Unitil Corporation)
Plain-English plan 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, Unitil Corporation Tax Deferred Savings And Investment Plan is a benefit plan reported by Unitil Corporation under EIN 02-0381573 and plan number 002. The latest loaded filing year is 2023. The filing reports 676 participants and $138,406,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unitil Corporation
- EIN
- 02-0381573
- Plan number
- 002
- Plan type
- 2
- Location
- Hampton, NH
- Latest filing year
- 2023
- Participants
- 676
- End-of-year plan assets
- $138,406,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 676 | H, C | 20240709123701NAL0015386193002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $138,406,673
- Net assets (EOY)
- $138,406,673
- Net assets (BOY)
- $120,025,765
Income & contributions
- Employer contributions
- $4,005,717
- Participant contributions
- $5,654,053
- Total contributions
- $10,066,424
- Total income / additions
- $29,324,273
Expenses & distributions
- Benefits paid
- $10,738,704
- Administrative expenses
- $203,022
- Total expenses
- $10,943,365
- Net increase / (decrease)
- $18,380,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Srvcs | NONE | $143,022 | $0 | 2023 |
| Global Retirement Partners LLC | NONE | $60,000 | not reported in the loaded dataset | 2023 |