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EASTERN BARTHOLOMEW WATER CORPORATION — EASTERN BARTHOLOMEW PENSION PLAN - MONEY PURCHASE PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241015094548NAL0047246016001
EASTERN BARTHOLOMEW WATER CORPORATION
Form 5500-SF
FILING_RECEIVED
EASTERN BARTHOLOMEW PENSION PLAN - MONEY PURCHASE PLAN
Defined-contribution retirement plan
Active participants
9
Accounts w/ balance
16
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EASTERN BARTHOLOMEW WATER CORPORATION
.
Find decision makers
Plan sponsor
Name
EASTERN BARTHOLOMEW WATER CORPORATION
EIN
35-1324258
Address
P O BOX 487 · TAYLORSVILLE, IN · 47280
Phone
(812) 526-9777
Industry
Utilities
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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S.S. WATER SUPPLY CORPORATION
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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