Plan5500

Unitil Corporation Retirement Plan — Form 5500 plan (Unitil Service Corp.)

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 Retirement Plan is a benefit plan reported by Unitil Service Corp. under EIN 02-0383661 and plan number 001. The latest loaded filing year is 2023. The filing reports 655 participants and $163,808,215 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unitil Service Corp.
EIN
02-0383661
Plan number
001
Plan type
2
Location
Hampton, NH
Latest filing year
2023
Participants
655
End-of-year plan assets
$163,808,215

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023655H, C20241007074111NAL0007405923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$163,808,215
Net assets (EOY)
$163,808,215
Net assets (BOY)
$148,114,256

Income & contributions

Employer contributions
$4,860,420
Total contributions
$4,860,420
Total income / additions
$25,575,750

Expenses & distributions

Benefits paid
$8,877,475
Administrative expenses
$1,004,316
Total expenses
$9,881,791
Net increase / (decrease)
$15,693,959

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei InvestmentsTRUSTEE$381,099$02023
Transamerica Retirement SolutionsRECORD KEEPER$113,852$02023
Caron & Bletzer, PllcAUDITOR$14,300not reported in the loaded dataset2023
Caron & Bletzer Ts, PllcACCOUNTANT$5,125not reported in the loaded dataset2023

Related Form 5500 pages