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  2. UGI UTILITIES, INC.
Sponsor portfolioTH

UGI UTILITIES, INC.

EIN 23-1174060-utilities-Latest filing 2024
Plans
5
Retirement
2
$1.13B assets
Welfare
3
$5.0M premiums
Participants
13,153
1 UGI DRIVE - DENVER, PA 17517610-796-3400ugi.comLinkedIn1001-5000 employeesutilities
Plans on this EIN
5 filings
#008401k-$617.6M - 3,575 part#001TraditionalDB-$516.6M - 3,210 part#517Mixed-$3.4M - 5,284 lives#518Mixed-$1.6M - 778 lives#514Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.13B assets / 6,785 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • UTILITIES, INC. Savings (#008)54%
  • UGI UTILITIES, INC. (#001)46%
Total $1.13BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UTILITIES, INC. Savings (#008)3,575
  • UGI UTILITIES, INC. (#001)3,210
Total 6,785Click row to drill in

Benefits portfolio analytics

3 plans / $5.0M premiums / 6,062 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.4M
  • Life$3.2M
  • Vision$890K
  • Long-term disability$800K
Total $5.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA64%
  • VISION SERVICE PLAN18%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY16%
  • ACE AMERICAN INSURANCE COMPANY2%
Total $5.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $255K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

UGI UTILITIES, INC. SAVINGS PLAN

401k

Assets$617.6M
Participants3,575
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC.

TraditionalDB

Assets$516.6M
Participants3,210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#517

UGI UTILITIES, INC. HEALTH AND WELFARE PROGRAM

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$3.4M
Covered lives5,284
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

UGI UTILITIES, INC. HEALTH AND WELFARE PROGRAM FOR RETIRED EMPLOYEES AND THEIR DEPENDENTS

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.6M
Covered lives778
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

UGI UTILITIES, INC. SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
008UGI UTILITIES, INC. SAVINGS PLAN401k$617.6M3,5752024
001RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC.TraditionalDB$516.6M3,2102024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
517UGI UTILITIES, INC. HEALTH AND WELFARE PROGRAMMixedSUN LIFE ASSURANCE COMPANY OF CANADA$3.4M5,2842024
518UGI UTILITIES, INC. HEALTH AND WELFARE PROGRAM FOR RETIRED EMPLOYEES AND THEIR DEPENDENTSMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.6M7782024
514UGI UTILITIES, INC. SEVERANCE PLANSelf Funded-$002024
Retirement plans
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