Punam Maini signed Liberty Utilities Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liberty Utilities Co.'s EIN is 27-4444001.
Download the official 2024 Form 5500 (PDF) for Liberty Utilities Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liberty Utilities Co.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 04-1414660 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | NONE | $163K | — |
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 master trust] | Other | — | — | $401.4M | 99.0% | |
| MASTER TRUST FOR LIBERTY UTILITIES LIBERTY UTILITIES CO. · EIN 37-1768582 / PN 001 | Master Trust | — | — | $401.4M | 99.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ | 31-1582098 | — | NONE | $495K | — |
| BENEFIT TRUST COMPANY | 43-1971558 | — | NONE | $160K | — |
| RIVERBRIDGE PARTNERS, LLC | 41-1930193 | — | NONE | $103K | — |
| COPELAND | 20-3145515 | — | NONE | $75K | — |
