What public Form 5500 filings show about the UGI Utilities, Inc. 401(k) plan — and how to find and check your own account.
UGI Utilities, Inc. (EIN 23-1174060) reports UGI UTILITIES, INC. SAVINGS PLAN on its most recent Form 5500, with $617.6M in plan assets across 2,705 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full UGI Utilities, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your UGI Utilities, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILLIS TOWERS WATSON US, BANK OF NEW YORK MELLON, STRATEGIC ADVISORS, CROWE LLP, EXTEND HEALTH, MERCER US.
