Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › UGI Utilities
UGI Utilities 401(k)
- Utilities
- Denver, PA
- EIN 23-1174060
- 1 plan with Schedule H financials
- Plan year 2024
- UGI Utilities, Inc.
- SEC registrant UGI Utilities Inc
Administrative expenses excluding investment management, per participant · UGI Utilities, Inc. Savings Plan · plan year 2024
$72.58
Higher than 56% of the 2,324 plans $250M to 1B that report it.
Source
= $252,154 / 3,474
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250630075711NAL0006499859001, received 2025-06-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250630075711NAL0006499859001, received 2025-06-30
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-06-30.
Cost and contributions
Administrative expenses per participant
$72.58
Higher than 39% of the 2,405 plans $250M to 1B that report it.
Source
= $252,154 / 3,474
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250630075711NAL0006499859001, received 2025-06-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250630075711NAL0006499859001, received 2025-06-30
Administrative expenses as a share of assets
0.041%
Higher than 26% of the 2,407 plans $250M to 1B that report it.
Source
= $252,154 / $617,609,302
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250630075711NAL0006499859001, received 2025-06-30
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250630075711NAL0006499859001, received 2025-06-30
Employer contributions per participant
$3,491
Higher than 57% of the 2,457 plans $250M to 1B that report it.
Source
= $12,126,520 / 3,474
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250630075711NAL0006499859001, received 2025-06-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250630075711NAL0006499859001, received 2025-06-30
Employer share of total contributions
32.4%
Higher than 54% of the 2,459 plans $250M to 1B that report it.
Source
= $12,126,520 / $37,393,458
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250630075711NAL0006499859001, received 2025-06-30
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250630075711NAL0006499859001, received 2025-06-30
Plan terms, as stated in UGI Utilities, Inc.'s SEC filings
Plan terms are described in UGI Utilities, Inc.'s SEC filings: Form 10-K filed 2018-11-20. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250630075711NAL0006499859001, received 2025-06-30
Full record, UGI Utilities, Inc. Savings Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | UGI UTILITIES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Plan name | UGI UTILITIES, INC. SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Sponsor EIN / plan number | 23-1174060 / 008 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Sponsor location | DENVER, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Industry (business code) | 221210, Utilities | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Filing received | 2025-06-30 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Participants, beginning of year | 3,630 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Active participants | 2,705 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Participants, end of year | 3,575 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Participants with an account balance | 3,474 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Total assets, beginning of year | $552,007,336 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Total assets, end of year | $617,609,302 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Net assets, end of year | $617,563,077 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Total income | $131,247,844 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Net income | $64,478,483 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Employer contributions | $12,126,520 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Participant contributions | $23,198,253 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Other contributions (incl. rollovers) | $2,068,685 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Total contributions | $37,393,458 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Benefit payments | $66,501,720 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Total expenses (incl. benefit payments) | $66,769,361 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Total administrative expenses | $252,154 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Recordkeeping fees | $0 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Administrative expenses excluding investment management | $252,154 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Held in common/collective trusts | $391,094,936 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Held in mutual funds | $179,350,057 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250630075711NAL0006499859001, received 2025-06-30 |
| Independent auditor | WIPFLI LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250630075711NAL0006499859001, received 2025-06-30 |
Position = column in the DOL layout for form year 2024. Filing 20250630075711NAL0006499859001, received 2025-06-30.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $113,662 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $100,521 | no |
| MERCER INVESTMENTS LLC | CONSULTANT | 16 Consulting (general) | $26,000 | no |
| WILLIS TOWERS WATSON US LLC | CONSULTANT | 16 Consulting (general) | $13,750 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250630075711NAL0006499859001, received 2025-06-30.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $552,007,336 | $617,609,302 | 11.9% |
| Participants with a balance | 3,589 | 3,474 | -3.2% |
| Administrative expenses | $182,296 | $252,154 | 38.3% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $12,569,788 | $12,126,520 | -3.5% |
Prior filing 20240627073555NAL0006096163001, received 2024-06-27; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: UGI UTILITIES, INC.; SEC registrant: UGI UTILITIES INC (CIK 100548, matched by EIN).