Master Trust For Liberty Utilities Defined Benefit Pension Plans — 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, Master Trust For Liberty Utilities Defined Benefit Pension Plans is a benefit plan reported by Liberty Utilities Co. under EIN 37-1768582 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $399,782,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liberty Utilities Co.
- EIN
- 37-1768582
- Plan number
- 001
- Plan type
- 4
- Location
- Litchfield, AZ
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $399,782,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241015102647NAL0016142947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $399,782,768
- Total liabilities (EOY)
- $430,808
- Net assets (EOY)
- $399,351,960
- Net assets (BOY)
- $368,647,039
Income & contributions
- Total contributions
- $0
- Total income / additions
- $52,005,727
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $52,005,727
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.