Liberty Utilities National 401(K) Plan — Form 5500 plan (Liberty Utilities 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, Liberty Utilities National 401(K) Plan is a benefit plan reported by Liberty Utilities Service Corp. under EIN 33-1224978 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,879 participants and $395,891,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liberty Utilities Service Corp.
- EIN
- 33-1224978
- Plan number
- 001
- Plan type
- 2
- Location
- Litchfield Park, AZ
- Latest filing year
- 2023
- Participants
- 2,879
- End-of-year plan assets
- $395,891,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,879 | H, C | 20241015074143NAL0055098914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $395,891,621
- Total liabilities (EOY)
- $294,736
- Net assets (EOY)
- $395,596,885
- Net assets (BOY)
- $335,576,660
Income & contributions
- Employer contributions
- $11,368,855
- Participant contributions
- $21,683,229
- Total contributions
- $36,486,976
- Total income / additions
- $95,486,310
Expenses & distributions
- Benefits paid
- $35,045,750
- Administrative expenses
- $415,009
- Total expenses
- $35,466,085
- Net increase / (decrease)
- $60,020,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Actuarial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $0 | $176,891 | 2023 |
| Royal Alliance Associates, Inc. | BROKER/DEALER | $0 | $120,000 | 2023 |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISOR | $108,265 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $69,597 | $0 | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $48,192 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Liberty Utilities Service Corp.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Litchfield Park, AZ
- Actuarial Consulting Services, Inc. — Schedule C compensation
- Royal Alliance Associates, Inc. — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation