Colonial Pipeline Company Retirement Plan — Form 5500 plan (Colonial Pipeline 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, Colonial Pipeline Company Retirement Plan is a benefit plan reported by Colonial Pipeline Company under EIN 58-0863362 and plan number 001. The latest loaded filing year is 2023. The filing reports 468 participants and $78,478,060 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$78.5MPlan net assets, end of year$78,478,060
Participants468Covered participants reported
Assets / participant$167.7KComputed: assets ÷ participants$167,688 (computed)
Provider compensation$249.8K4 Schedule C provider row(s)$249,772
Plan sponsor
Colonial Pipeline Company
EIN
58-0863362
Plan number
001
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023468H, C20241010143414NAL0021257521001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$78.5M total assets
Net assets$78.5MLiabilities$0
Money in vs. money out
Total income / additions$10.6M
Total expenses$4.1M
Benefits paid / distributions$3.8M
Contributions
Employer$4M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$78,478,060
Total liabilities (EOY)
$0
Net assets (EOY)
$78,478,060
Net assets (BOY)
$71,996,170

Income & contributions

Employer contributions
$4,000,000
Total contributions
$4,000,000
Total income / additions
$10,609,919

Expenses & distributions

Benefits paid
$3,833,330
Administrative expenses
$294,699
Total expenses
$4,128,029
Net increase / (decrease)
$6,481,890
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Buck Global, LLCNONE$102,723not reported in the loaded dataset2023
Mercer Investments LLCFIDUCIARY$77,775not reported in the loaded dataset2023
Northern Trust CorporationNONE$40,307$02023
Principal Trust CompanyNONE$28,967$02023

Related Form 5500 pages