Liberty Utilities Defined Benefit Pension Plan
Sponsored by Liberty Utilities Co. · EIN 274444001 · Plan #007
- Total assets
- $405M
- Net assets
- $405M
- Active participants
- 527
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz | Actuarial, Contract administrator, Consulting (pension) | $494,930 |
| Cbiz Investment Advisory Services | Investment advisory (plan), Direct payment from the plan | $163,285 |
| Benefit Trust Company | Trustee (institutional), Direct payment from the plan | $159,626 |
| Riverbridge Partners, Llc | Investment management fees (direct), Soft dollars commissions, Securities brokerage commissions | $103,397 |
| Copeland | Investment management fees (direct), Soft dollars commissions, Securities brokerage commissions | $75,132 |
| John Hancock | Custodial (securities), Insurance agents and brokers | $16,963 |