Essential Utilities, Inc. Retiree Health And Welfare Plan — Form 5500 plan (Essential Utilities, Inc.)
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, Essential Utilities, Inc. Retiree Health And Welfare Plan is a benefit plan reported by Essential Utilities, Inc. under EIN 23-1702594 and plan number 507. The latest loaded filing year is 2023. The filing reports 2,673 participants and $96,977,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Essential Utilities, Inc.
- EIN
- 23-1702594
- Plan number
- 507
- Plan type
- 2
- Location
- Bryn Mawr, PA
- Latest filing year
- 2023
- Participants
- 2,673
- End-of-year plan assets
- $96,977,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,673 | H, C | 20241015112634NAL0014484787002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,977,342
- Total liabilities (EOY)
- $547,611
- Net assets (EOY)
- $96,429,731
- Net assets (BOY)
- $86,721,348
Income & contributions
- Employer contributions
- $2,813,805
- Participant contributions
- $90,532
- Total contributions
- $2,904,337
- Total income / additions
- $16,340,821
Expenses & distributions
- Benefits paid
- $5,786,228
- Administrative expenses
- $846,210
- Total expenses
- $6,632,438
- Net increase / (decrease)
- $9,708,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | PLAN ACTUARY | $258,237 | not reported in the loaded dataset | 2023 |
| Bswift, LLC | CONTRACT ADMINISTRATION | $135,485 | not reported in the loaded dataset | 2023 |
| Schneider Capital Mgmt | LEGAL | $86,082 | not reported in the loaded dataset | 2023 |
| Bny Mellon | TRUSTEE/CUSTODIAN | $47,073 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | INVESTMENT MANAGER | $20,032 | not reported in the loaded dataset | 2023 |
| Faegre Drinker Biddle & Reath | LEGAL | $6,872 | not reported in the loaded dataset | 2023 |
| Chard Snyder | CONTRACT ADMINISTRATION | $6,461 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Essential Utilities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bryn Mawr, PA
- Willis Towers Watson — Schedule C compensation
- Bswift, LLC — Schedule C compensation
- Schneider Capital Mgmt — Schedule C compensation
- Bny Mellon — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Faegre Drinker Biddle & Reath — Schedule C compensation
- Chard Snyder — Schedule C compensation