Southern Union Company 401(k) Plan (terminated 2013): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2013, when $328.0 million was transferred out of the plan. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Southern Union Company 401(k) Plan Facts (plan year 2013)

Plan name
SOUTHERN UNION SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing with a company-stock (ESOP) component
Plan sponsor
SOUTHERN UNION COMPANY
Participants
2,987
Former employees with a balance
0
Employer contributions
$4,854,750 in plan year 2013 (43% of all contributions)
Plan year
Jan 1, 2013 – Jul 1, 2013
Plan established
Nov 1, 1970
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing✓ Company stock (ESOP)

Source: Form 5500 for plan year 2013 (Jan 1, 2013 – Jul 1, 2013), filed Apr 9, 2014. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2013

  • $11.3 million went into the plan in contributions, $4.85 million of it from the employer (43%).
  • $22.0 million was paid out to participants.
  • Investment and other income added $12.6 million.

How the Southern Union Company 401(k) changed, 2009–2013

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20093,714$217.7 million$15.0 million$9.18 million
20103,120$259.6 million$15.3 million$14.8 million
20113,242$298.5 million$15.4 million$26.5 million
20123,151$326.1 million$12.0 million$35.5 million
2013 (final)2,987$0$4.85 million$22.0 million

Southern Union Company 401(k) Contact Information

Phone
713-989-7153
Mailing address
1300 MAIN STREET, HOUSTON TX 77002
Plan sponsor
SOUTHERN UNION COMPANY
Employer identification number (EIN)
75-0571592
Plan number
002

Questions about the Southern Union Company 401(k)

Is the Southern Union Company 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2013.

Does Southern Union Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2013 the employer contributed $4.85 million, 43% of all contributions.

Does the Southern Union Company 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Southern Union Company 401(k) plan?

2,987 participants at the start of plan year 2013.

Who manages the Southern Union Company 401(k) accounts?

J.P. Morgan Retirement Link is the plan's recordkeeper, which is where participants log in to see their balance.

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