Plan5500

Liberty Utilities Cash Balance Pension Plan — Form 5500 plan (Liberty Utilities Co.)

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, Liberty Utilities Cash Balance Pension Plan is a benefit plan reported by Liberty Utilities Co. under EIN 27-4444001 and plan number 009. The latest loaded filing year is 2023. The filing reports 1,778 participants and $64,758,271 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liberty Utilities Co.
EIN
27-4444001
Plan number
009
Plan type
2
Location
Litchfield, AZ
Latest filing year
2023
Participants
1,778
End-of-year plan assets
$64,758,271

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,778H, C20241015102152NAL0029239201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,758,271
Total liabilities (EOY)
$118,219
Net assets (EOY)
$64,640,052
Net assets (BOY)
$53,764,436

Income & contributions

Employer contributions
$9,432,859
Total contributions
$9,432,859
Total income / additions
$15,797,971

Expenses & distributions

Benefits paid
$4,415,458
Administrative expenses
$506,897
Total expenses
$4,922,355
Net increase / (decrease)
$10,875,616

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CbizNONE$279,541not reported in the loaded dataset2023
Cbiz Investment Advisory ServicesNONE$34,259not reported in the loaded dataset2023
Benefit Trust CompanyNONE$22,409not reported in the loaded dataset2023

Related Form 5500 pages