Unitil Retiree Health And Welfare Benefits 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 Retiree Health And Welfare Benefits Plan is a benefit plan reported by Unitil Service Corp. under EIN 02-0383661 and plan number 520. The latest loaded filing year is 2023. The filing reports 347 participants and $29,876,253 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
- 520
- Plan type
- 2
- Location
- Hampton, NH
- Latest filing year
- 2023
- Participants
- 347
- End-of-year plan assets
- $29,876,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 347 | H, C | 20241011151652NAL0023073569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,876,253
- Net assets (EOY)
- $29,876,253
- Net assets (BOY)
- $27,061,688
Income & contributions
- Employer contributions
- $1,694,583
- Participant contributions
- $234,408
- Total contributions
- $1,928,991
- Total income / additions
- $5,782,203
Expenses & distributions
- Benefits paid
- $2,720,106
- Administrative expenses
- $247,532
- Total expenses
- $2,967,638
- Net increase / (decrease)
- $2,814,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investments | NONE | $75,724 | $0 | 2023 |
| Anthem Health Plans Of New Hampshir | ADMINISTRATOR | $21,458 | $12,181 | 2023 |
| Caron & Bletzer, Pllc | ACCOUNTANT | $32,100 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer Ts, Pllc | ACCOUNTANT | $8,285 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unitil Service Corp.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Hampton, NH
- Sei Investments — Schedule C compensation
- Anthem Health Plans Of New Hampshir — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Caron & Bletzer Ts, Pllc — Schedule C compensation