Savings Plan For Employees Of Aquarion Water Company — Form 5500 plan (Aquarion Water Company)

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, Savings Plan For Employees Of Aquarion Water Company is a benefit plan reported by Aquarion Water Company under EIN 06-0852232 and plan number 006. The latest loaded filing year is 2023. The filing reports 468 participants and $95,609,010 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aquarion Water Company
EIN
06-0852232
Plan number
006
Plan type
2
Location
Bridgeport, CT
Latest filing year
2023
Participants
468
End-of-year plan assets
$95,609,010

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023468H, C20241015172520NAL0049126192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$95,609,010
Net assets (EOY)
$95,609,010
Net assets (BOY)
$84,095,206

Income & contributions

Employer contributions
$1,857,309
Participant contributions
$3,376,733
Total contributions
$5,623,246
Total income / additions
$18,821,069

Expenses & distributions

Benefits paid
$7,260,050
Administrative expenses
$47,215
Total expenses
$7,307,265
Net increase / (decrease)
$11,513,804

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T. Rowe PriceNONE$47,180not reported in the loaded dataset2023

Related Form 5500 pages