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Original filing (PDF)20251029133202NAL0000635443001
HOPE GAS, INC.
Form 5500
FILING_RECEIVED
HOPE GAS PENSION PLAN
Defined-benefit pension plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
363
Accounts w/ balance
—
Plan assets (EOY)
$212.3M
Net assets (EOY)
$212.3M
How this plan invests
This plan
4 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "LONG U.S. TREASURY INDX NL FUND CM" is 27% of plan.
- 23 bps in Schedule C fees — 126% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOPE GAS, INC..
Plan sponsor
Name
HOPE GAS, INC.
EIN
55-0196830
Address
781 CHESTNUT RIDGE ROAD · MORGANTOWN, WV · 26505
Phone
(304) 566-2959
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-29
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $379K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $79K | — |
| STATE STREET RESEARCH & MANAGEMENT | 13-3142135 | — | NONE | $15K | — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $7K | — |
Investments
16 direct securities · 4 pooled funds· $343.1M(100% of reported assets)
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.
Common Collective Trust
$171.5M
4 holdings
Uncategorized
$171.5M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CF WTW GT DIVERSIFIED EQUITY FD TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 002 | Common Collective Trust | — | — | $55.0M | 25.9% | |
| CF SSGA LONG US GOVT BOND INDEX NL STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 142 | Common Collective Trust | — | — | $47.0M | 22.2% | |
| LONG U.S. TREASURY INDX NL FUND CM | — | — | — | $46.7M | 22.0% | |
| CF WTW GT DIVERSIFIED CREDIT FD TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 001 | Common Collective Trust | — | — | $45.7M | 21.5% | |
| WTW GT GLOBAL EQUITY FOCUS FUND | — | — | — | $32.5M | 15.3% | |
| CF SSGA INTERMED US GOVT BOND INDEX STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 144 | Common Collective Trust | — | — | $23.8M | 11.2% | |
| WTC-CIF II SECURITIZED OPPOR. PORTF | — | — | — | $20.7M | 9.8% | |
| MSCI ACWI INDEX NON-LENDING FUND | — | — | — | $19.8M | 9.3% | |
| 3-10 YEAR U.S. TREASURY INDX NL FUN | — | — | — | $13.4M | 6.3% | |
| MONEDA USA COLLECTIVE INV TRUST | — | — | — | $12.1M | 5.7% | |
| 1-3 YEAR U.S. TREASURY INDX NL FUND | — | — | — | $10.0M | 4.7% | |
| VOYA SECURITIZED CREDIT TRUST FUND | — | — | — | $5.8M | 2.7% | |
| AB CHINA A SHARES EQUITY CIT | — | — | — | $2.8M | 1.3% | |
| BNYM INSIGHT DB NSL EFF BETA FA FND | — | — | — | $2.6M | 1.2% | |
| BNYM INSIGHT DB NSL HY BETA FUND | — | — | — | $2.5M | 1.2% | |
| JPMCB EMG MRKTS AGGREGATE BOND FUND | — | — | — | $2.0M | 0.9% | |
| LONG U.S. AGENCY INDX NL CTF CM2NN | — | — | — | $325K | 0.2% | |
| 1-3 YEAR U.S. AGENCY INDX NL CTF | — | — | — | $211K | <0.1% | |
| 3-10 YEAR U.S. AGENCY INDX NL CTF | — | — | — | $199K | <0.1% | |
| WTC-CIF II SELECT CHINA | — | — | — | $0 | <0.1% |
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