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Original filing (PDF)20251015115452NAL0005994464001
LIBERTY UTILITIES CO.
Form 5500
FILING_RECEIVED
THE EMPIRE DISTRICT ELECTRIC COMPANY RETIREE HEALTH CARE PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
547
Accounts w/ balance
—
Plan assets (EOY)
$145.0M
Net assets (EOY)
$145.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — 318% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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 LIBERTY UTILITIES CO..
Plan sponsor
Name
LIBERTY UTILITIES CO.
EIN
44-0236370
Address
14920 W. CAMELBACK ROAD · LITCHFIELD, AZ · 85340
Phone
(905) 465-4500
Industry
Utilitiessee all
Plan administrator
Name
EMPLOYEE BENEFITS COMMITTEE
EIN
99-0372368
City
LITCHFIELD PARK, AZ
Phone
(905) 465-4500
Plan characteristics
Plan number
514
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | CLAIMS PROCESSING | $437K | — |
| CBIZ | 31-1582098 | — | NONE | $86K | — |
| BENEFIT TRUST COMPANY | 43-1971558 | — | NONE | $46K | — |
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | NONE | $38K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.