Plan Snapshot
- Plan Sponsor: Atmos Energy Corporation
- Sponsor EIN: 751743247
- Sponsor Address: 5430 LBJ FREEWAY, DALLAS, TX, 75240
- Plan Type: Health & Welfare
- Plan Number: 512
- Total Participants: 0
- Total Assets: $291.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $291.2M | $13.3M | $2.1M |
| 2023 | 0 | $275.3M | $12.6M | $2.1M |
| 2022 | 0 | $250.3M | $13.2M | $2.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,431,403 | — | — | — | — |
| 2023 | $2,982,600 | — | — | — | — |
| 2022 | $5,020,977 | — | — | — | — |