# Ugi Utilities, INC. DB Plan
Source: https://planprovider.pro/companies/ugi-utilities-inc-plan-001

> Ugi Utilities, INC.'s DB plan: 453 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [WIPFLI LLP](https://planprovider.pro/provider/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|

## Similar Plans

- [Ugi Utilities, INC.](https://planprovider.pro/companies/ugi-utilities-inc-401k-plan) — 2,705 participants

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