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Original filing (PDF)20250710085728NAL0014737474001
NATIONAL FUEL GAS COMPANY
Form 5500
FILING_RECEIVED
NATIONAL FUEL GAS DISTRIBUTION CORP. - PA DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION FOR NON-COLLECTIVELY BARGAINED EMPLOYEES
Health & welfare plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$23.4M
Net assets (EOY)
$24.1M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 45 bps in Schedule C fees — 56% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL FUEL GAS COMPANY.
Plan sponsor
Name
NATIONAL FUEL GAS COMPANY
EIN
13-1086010
Address
6363 MAIN STREET, ACCOUNTING DEPT · WILLIAMSVILLE, NY · 142215887
Phone
(716) 857-7663
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
VEBA COMMITTEE
EIN
13-1086010
City
WILLIAMSVILLE, NY
Phone
(716) 857-7663
Plan characteristics
Plan number
519
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | CONSULTANT | $18K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | TRUSTEE | $2K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK BLUECROSS BLUESHIELD OF WN | 16-1105741 | — | CONTRACT ADMIN | $80K | — |
| INNOVATIVE RX STRATEGIES, LLC | 26-3608793 | — | CONTRACT ADMIN | $6K | — |
Investments
1 pooled fund· $4.6M(20% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ACWI EQUITY INDEX FUND B BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 20-5260252 / PN 001 | Common Collective Trust | $4.6M | 19.6% |