Plan Snapshot
- Plan Sponsor: Ugi Utilities, INC.
- Sponsor EIN: 231174060
- Sponsor Address: 1 UGI DRIVE, DENVER, PA, 17517
- Plan Type: DB
- Total Participants: 453
- Total Assets: $516.6M
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 | 453 | $516.6M | $11.6M | $0 |
| 2023 | 508 | $514.1M | $15.5M | $0 |
| 2022 | 564 | $483.6M | $14.3M | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NONE | $563,093 | — | $563,093 |
| MERCER (U.S.) INC. | NONE | $381,047 | — | $381,047 |
| THE BANK OF NEW YORK MELLON | NONE | $61,472 | — | $61,472 |
| WIPFLI LLP | NONE | $26,385 | — | $26,385 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- WIPFLI LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,031,997
- Estimated Expense Ratio: 0.200% of plan assets
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 | $3,606,479 | $381,047 | — | $26,385 | — |
| 2023 | $3,466,948 | $132,046 | — | $17,148 | — |
| 2022 | $3,257,135 | $437,207 | $8,272 | — | $579,000 |