Jennifer HOOD signed UGI Utilities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UGI Utilities, Inc.'s EIN is 23-1174060.
Download the official 2024 Form 5500 (PDF) for UGI Utilities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UGI Utilities, Inc.'s plan includes health coverage, life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXTEND HEALTH INC. | 26-0775680 | — | NONE | $46K | — |
| TOWERS WATSON DELAWARE, INC. | 53-0181291 | — | NONE | $37K | — |
| CROWE LLP | 35-0921680 | — | NONE | $17K | — |
| MERCER (US), INC. | 13-2834414 | — | NONE | $15K | — |
| THE BANK OF NEW YORK MELLON |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $22.3M | 99.9% | |
| EB TEMPORARY INVESTMENT FUND MELLON BANK, N.A. · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $306K | 1.4% |
| 13-5160382 |
| — |
| NONE |
| $13K |
| — |
