Aquarion Company Insurance Plan — Form 5500 plan (Aquarion 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, Aquarion Company Insurance Plan is a benefit plan reported by Aquarion Company under EIN 06-0852232 and plan number 501. The latest loaded filing year is 2023. The filing reports 476 participants and $15,640,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aquarion Company
- EIN
- 06-0852232
- Plan number
- 501
- Plan type
- 2
- Location
- Bridgeport, CT
- Latest filing year
- 2023
- Participants
- 476
- End-of-year plan assets
- $15,640,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 476 | H, C | 20241015182517NAL0049342960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,640,782
- Total liabilities (EOY)
- $206,488
- Net assets (EOY)
- $15,434,294
- Net assets (BOY)
- $14,738,744
Income & contributions
- Employer contributions
- $8,262,689
- Participant contributions
- $1,192,336
- Total contributions
- $9,455,025
- Total income / additions
- $10,655,533
Expenses & distributions
- Benefits paid
- $9,727,183
- Administrative expenses
- $232,800
- Total expenses
- $9,959,983
- Net increase / (decrease)
- $695,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health & Life Insurance Co | NONE | $56,301 | not reported in the loaded dataset | 2023 |
| Sei Private Trust Company | NONE | $29,850 | not reported in the loaded dataset | 2023 |