Stephen Eagland signed Essential Utilities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Essential Utilities, Inc.'s EIN is 23-1702594.
Download the official 2024 Form 5500 (PDF) for Essential Utilities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Essential Utilities, Inc.'s plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS | 36-2235791 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stk Mkt Index Fd Instl Shs Mutual Funds | Mutual Funds | — | $4.3M | $25.5M | 26.5% | |
| SS MSCI WORLD INDEX NON-LENDING COM STATE STREET GLOBAL ADVISORS · EIN 04-6625076 / PN 001 | Common Collective Trust | — | $8.4M | $19.7M | 20.5% | |
| LONG US TREAS INDEX NON-LENDING STATE STREET GLOBAL ADVISORS · EIN 03-0511227 / PN 001 | Common Collective Trust | — | $9.5M | $8.5M | 8.8% | |
| Vanguard Long Term Treasury Index Admiral Shs Mutual Funds | Mutual Funds | — | $11.4M | $7.3M | 7.5% | |
| Vanguard Real Estate Index Fund Admiral Cl Mutual Funds | Common Collective Trusts | — | $6.5M | $7.0M | 7.3% | |
| Blackrock Liquidity T Fund Instl Money Market Funds | Cash / Money Market | — | $5.9M | $5.9M | 6.1% | |
| Vanguard Total Stk Mkt Index Fd Admiral Shs Mutual Funds | Mutual Funds | — | $2.3M | $5.5M | 5.7% | |
| Vanguard Long Term Bd Index Fund Mutual Funds | Common Collective Trusts | — | $6.3M | $4.8M | 5.0% | |
| DEVELOPED REAL ESTATE INDX NL CTF STATE STREET GLOBAL ADVISORS · EIN 27-6455179 / PN 001 | Common Collective Trust | — | $3.0M | $3.7M | 3.9% | |
| Vanguard Inflation Protected Secs Fund Cl Ad Mutual Funds | Mutual Funds | — | $4.2M | $3.5M | 3.7% | |
| U.S. Tips Nl Ctf Collective Trust | Common Collective Trusts | — | $2.4M | $2.8M | 2.9% | |
| SS US TIPS INDEX NON-LENDING COMMON STATE STREET GLOBAL ADVISORS · EIN 02-6138231 / PN 001 | Common Collective Trust | — | — | $2.8M | 2.9% | |
| SS GLOBAL RE NON-LENDING COMMON STATE STREET GLOBAL ADVISORS · EIN 27-6455179 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY | $268K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAEGRE DRINKER BIDDLE AND REATH | 41-0244008 | — | NONE | $210K | — |
| SCHNEIDER DOWNS & CO. | 25-1408703 | — | NONE | $131K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $92K | — |
