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Original filing (PDF)20251013075328NAL0000355731002
UNITIL SERVICE CORP.
Form 5500
FILING_RECEIVED
UNITIL CORPORATION RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
34% in single holding
Active participants
153
Accounts w/ balance
—
Plan assets (EOY)
$178.7M
Net assets (EOY)
$178.7M
How this plan invests
This plan
1 pooled trust
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
83
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "SEI Intermediate Dur Credit - A "" is 34% of plan.
- 39 bps in Schedule C fees — 287% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITIL SERVICE CORP..
Plan sponsor
Name
UNITIL SERVICE CORP.
EIN
02-0383661
Address
6 LIBERTY LANE WEST · HAMPTON, NH · 03842
Phone
(603) 772-0775
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $113K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENTS | 23-3060382 | — | TRUSTEE | $568K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | AUDITOR | $10K | — |
Investments
10 direct securities · 1 pooled fund· $148.7M(83% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$141.4M
10 holdings
Common Collective Trust
$7.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEI Intermediate Dur Credit - A " | — | — | $57.4M | $51.2M | 28.6% | |
| SEI Large Cap Index Fund " | — | — | $28.9M | $30.7M | 17.2% | |
| SEI World Equity Ex-US Fund " | — | — | $18.1M | $19.1M | 10.7% | |
| SEI Large Cap Fund Mutual fund | — | — | $10.7M | $10.2M | 5.7% | |
| SEI US Equity FCTR Alloc " | — | — | $8.4M | $10.1M | 5.7% | |
| SEI Small Cap Fund " | — | — | $8.5M | $8.4M | 4.7% | |
| SEI CORE PROPERTY COLL. INV. TRUST SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | $3.3M | $7.3M | 4.1% | |
| SEI High Yield Bond Fund " | — | — | $5.2M | $4.4M | 2.5% | |
| SEI Opportunistic Inc FD-A " | — | — | $3.0M | $3.0M | 1.7% | |
| SEI Emerging Markets Debt Fund " | — | — | $3.4M | $2.9M | 1.6% | |
| Vanguard Federal Money Market Inv " | — | — | $1.5M | $1.5M | 0.8% |
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