UGI UTILITIES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC.
| Measure | Date | Value |
|---|
| 2023 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $291,627 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $387,524 |
| Total income from all sources (including contributions) | 2023-12-31 | $66,928,375 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $36,299,202 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $32,832,254 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $15,531,552 |
| Value of total assets at end of year | 2023-12-31 | $514,135,418 |
| Value of total assets at beginning of year | 2023-12-31 | $483,602,142 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $3,466,948 |
| Total interest from all sources | 2023-12-31 | $150,015 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,208,567 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $314,289 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $309,785 |
| Administrative expenses (other) incurred | 2023-12-31 | $2,487,144 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $291,627 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $387,524 |
| Total non interest bearing cash at end of year | 2023-12-31 | $274,015 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $1,978,556 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $30,629,173 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $513,843,791 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $483,214,618 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $132,046 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $477,994,852 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $440,452,381 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $150,015 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $50,038,241 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Assets. Invements in employer securities at end of year | 2023-12-31 | $20,020,710 |
| Assets. Invements in employer securities at beginning of year | 2023-12-31 | $30,169,420 |
| Contributions received in cash from employer | 2023-12-31 | $15,531,552 |
| Employer contributions (assets) at end of year | 2023-12-31 | $15,531,552 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $10,692,000 |
| Income. Dividends from common stock | 2023-12-31 | $1,208,567 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $32,832,254 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | CROWE LLP |
| Accountancy firm EIN | 2023-12-31 | 350921680 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $291,627 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $387,524 |
| Total income from all sources (including contributions) | 2023-01-01 | $66,928,375 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $36,299,202 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $32,832,254 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $15,531,552 |
| Value of total assets at end of year | 2023-01-01 | $514,135,418 |
| Value of total assets at beginning of year | 2023-01-01 | $483,602,142 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $3,466,948 |
| Total interest from all sources | 2023-01-01 | $150,015 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,208,567 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $314,289 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $309,785 |
| Administrative expenses (other) incurred | 2023-01-01 | $2,487,144 |
| Liabilities. Value of operating payables at end of year | 2023-01-01 | $291,627 |
| Liabilities. Value of operating payables at beginning of year | 2023-01-01 | $387,524 |
| Total non interest bearing cash at end of year | 2023-01-01 | $274,015 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $1,978,556 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $30,629,173 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $513,843,791 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $483,214,618 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $132,046 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $477,994,852 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $440,452,381 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $150,015 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $50,038,241 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Assets. Invements in employer securities at end of year | 2023-01-01 | $20,020,710 |
| Assets. Invements in employer securities at beginning of year | 2023-01-01 | $30,169,420 |
| Contributions received in cash from employer | 2023-01-01 | $15,531,552 |
| Employer contributions (assets) at end of year | 2023-01-01 | $15,531,552 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $10,692,000 |
| Income. Dividends from common stock | 2023-01-01 | $1,208,567 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $32,832,254 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CROWE LLP |
| Accountancy firm EIN | 2023-01-01 | 350921680 |
| 2022 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $387,524 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $525,380 |
| Total income from all sources (including contributions) | 2022-12-31 | $-137,533,282 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $34,977,073 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $31,719,938 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $14,256,000 |
| Value of total assets at end of year | 2022-12-31 | $483,602,142 |
| Value of total assets at beginning of year | 2022-12-31 | $656,250,353 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,257,135 |
| Total interest from all sources | 2022-12-31 | $52,081 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,159,741 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $579,000 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $309,785 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $280,817 |
| Administrative expenses (other) incurred | 2022-12-31 | $2,232,656 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $387,524 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $525,380 |
| Total non interest bearing cash at end of year | 2022-12-31 | $1,978,556 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $830,127 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-172,510,355 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $483,214,618 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $655,724,973 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $437,207 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $440,452,381 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $609,252,555 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $52,081 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-153,001,104 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Assets. Invements in employer securities at end of year | 2022-12-31 | $30,169,420 |
| Assets. Invements in employer securities at beginning of year | 2022-12-31 | $37,363,854 |
| Contributions received in cash from employer | 2022-12-31 | $14,256,000 |
| Employer contributions (assets) at end of year | 2022-12-31 | $10,692,000 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $8,523,000 |
| Income. Dividends from common stock | 2022-12-31 | $1,159,741 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $31,719,938 |
| Contract administrator fees | 2022-12-31 | $8,272 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2022-12-31 | 390859910 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $387,524 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $525,380 |
| Total income from all sources (including contributions) | 2022-01-01 | $-137,533,282 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $34,977,073 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $31,719,938 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $14,256,000 |
| Value of total assets at end of year | 2022-01-01 | $483,602,142 |
| Value of total assets at beginning of year | 2022-01-01 | $656,250,353 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $3,257,135 |
| Total interest from all sources | 2022-01-01 | $52,081 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $1,159,741 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $579,000 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $309,785 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $280,817 |
| Administrative expenses (other) incurred | 2022-01-01 | $2,232,656 |
| Liabilities. Value of operating payables at end of year | 2022-01-01 | $387,524 |
| Liabilities. Value of operating payables at beginning of year | 2022-01-01 | $525,380 |
| Total non interest bearing cash at end of year | 2022-01-01 | $1,978,556 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $830,127 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-172,510,355 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $483,214,618 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $655,724,973 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $437,207 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $440,452,381 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $609,252,555 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $52,081 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-153,001,104 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Assets. Invements in employer securities at end of year | 2022-01-01 | $30,169,420 |
| Assets. Invements in employer securities at beginning of year | 2022-01-01 | $37,363,854 |
| Contributions received in cash from employer | 2022-01-01 | $14,256,000 |
| Employer contributions (assets) at end of year | 2022-01-01 | $10,692,000 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $8,523,000 |
| Income. Dividends from common stock | 2022-01-01 | $1,159,741 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $31,719,938 |
| Contract administrator fees | 2022-01-01 | $8,272 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2022-01-01 | 390859910 |
| 2021 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $525,380 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $737,981 |
| Total income from all sources (including contributions) | 2021-12-31 | $66,118,261 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $31,921,945 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $29,676,338 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $11,364,000 |
| Value of total assets at end of year | 2021-12-31 | $656,250,353 |
| Value of total assets at beginning of year | 2021-12-31 | $622,266,638 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,245,607 |
| Total interest from all sources | 2021-12-31 | $264 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,110,910 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $2,245,607 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $280,817 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $268,590 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $525,380 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $737,981 |
| Total non interest bearing cash at end of year | 2021-12-31 | $830,127 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $801,642 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $34,196,316 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $655,724,973 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $621,528,657 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $609,252,555 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $580,568,210 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $264 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $53,643,087 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Assets. Invements in employer securities at end of year | 2021-12-31 | $37,363,854 |
| Assets. Invements in employer securities at beginning of year | 2021-12-31 | $28,452,196 |
| Contributions received in cash from employer | 2021-12-31 | $11,364,000 |
| Employer contributions (assets) at end of year | 2021-12-31 | $8,523,000 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $12,176,000 |
| Income. Dividends from common stock | 2021-12-31 | $1,110,910 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $29,676,338 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2021-12-31 | 390859910 |
| 2020 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $773,596 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $101,625 |
| Total income from all sources (including contributions) | 2020-12-31 | $100,557,660 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $31,565,644 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $28,229,920 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $12,176,000 |
| Value of total assets at end of year | 2020-12-31 | $622,266,638 |
| Value of total assets at beginning of year | 2020-12-31 | $552,602,651 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,335,724 |
| Total interest from all sources | 2020-12-31 | $10,147 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,070,213 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $3,335,724 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $268,590 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $268,463 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $773,596 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $101,625 |
| Total non interest bearing cash at end of year | 2020-12-31 | $801,642 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $68,992,016 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $621,493,042 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $552,501,026 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $580,568,210 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $506,126,522 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $10,147 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $87,301,300 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Assets. Invements in employer securities at end of year | 2020-12-31 | $28,452,196 |
| Assets. Invements in employer securities at beginning of year | 2020-12-31 | $36,753,466 |
| Contributions received in cash from employer | 2020-12-31 | $12,176,000 |
| Employer contributions (assets) at end of year | 2020-12-31 | $12,176,000 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $9,454,200 |
| Income. Dividends from common stock | 2020-12-31 | $1,070,213 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $28,229,920 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2020-12-31 | 390859910 |
| 2019 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $101,625 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $174,257 |
| Total income from all sources (including contributions) | 2019-12-31 | $93,609,394 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $29,892,135 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $27,192,520 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $12,605,600 |
| Value of total assets at end of year | 2019-12-31 | $552,602,651 |
| Value of total assets at beginning of year | 2019-12-31 | $488,958,024 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,699,615 |
| Total interest from all sources | 2019-12-31 | $86,544 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $8,821,293 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $7,836,534 |
| Administrative expenses professional fees incurred | 2019-12-31 | $2,699,615 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $268,463 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $218,958 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $101,625 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $174,257 |
| Total non interest bearing cash at end of year | 2019-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $63,717,259 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $552,501,026 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $488,783,767 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $427,200,175 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $506,126,522 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $6,652,993 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $86,544 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $72,095,957 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Assets. Invements in employer securities at end of year | 2019-12-31 | $36,753,466 |
| Assets. Invements in employer securities at beginning of year | 2019-12-31 | $43,418,898 |
| Contributions received in cash from employer | 2019-12-31 | $12,605,600 |
| Employer contributions (assets) at end of year | 2019-12-31 | $9,454,200 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $11,467,000 |
| Income. Dividends from common stock | 2019-12-31 | $984,759 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $27,192,520 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2019-12-31 | 390859910 |
| 2018 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $174,257 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $103,161 |
| Total income from all sources (including contributions) | 2018-12-31 | $-5,020,870 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $28,486,730 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $26,112,796 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $11,467,000 |
| Value of total assets at end of year | 2018-12-31 | $488,958,024 |
| Value of total assets at beginning of year | 2018-12-31 | $522,394,528 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,373,934 |
| Total interest from all sources | 2018-12-31 | $95,642 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $11,092,233 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $10,253,967 |
| Administrative expenses professional fees incurred | 2018-12-31 | $2,373,934 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $218,958 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $206,063 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $174,257 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $103,161 |
| Total non interest bearing cash at end of year | 2018-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $793,504 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-33,507,600 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $488,783,767 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $522,291,367 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $427,200,175 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $467,463,459 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $6,652,993 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $4,001,974 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $95,642 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-27,675,745 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Assets. Invements in employer securities at end of year | 2018-12-31 | $43,418,898 |
| Assets. Invements in employer securities at beginning of year | 2018-12-31 | $38,210,258 |
| Contributions received in cash from employer | 2018-12-31 | $11,467,000 |
| Employer contributions (assets) at end of year | 2018-12-31 | $11,467,000 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $11,719,270 |
| Income. Dividends from common stock | 2018-12-31 | $838,266 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $26,112,796 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2018-12-31 | 390859910 |
| 2017 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $103,161 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $119,560 |
| Total income from all sources (including contributions) | 2017-12-31 | $81,531,920 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $27,853,472 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $25,282,440 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $17,927,688 |
| Value of total assets at end of year | 2017-12-31 | $522,394,528 |
| Value of total assets at beginning of year | 2017-12-31 | $468,732,479 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,571,032 |
| Total interest from all sources | 2017-12-31 | $28,136 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $10,291,038 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $9,493,291 |
| Administrative expenses professional fees incurred | 2017-12-31 | $2,571,032 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $206,063 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $204,010 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $103,161 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $119,560 |
| Total non interest bearing cash at end of year | 2017-12-31 | $793,504 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $9,000,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $53,678,448 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $522,291,367 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $468,612,919 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $467,463,459 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $401,041,088 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $4,001,974 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $3,315,312 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $28,136 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $53,285,058 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Assets. Invements in employer securities at end of year | 2017-12-31 | $38,210,258 |
| Assets. Invements in employer securities at beginning of year | 2017-12-31 | $37,502,208 |
| Contributions received in cash from employer | 2017-12-31 | $17,927,688 |
| Employer contributions (assets) at end of year | 2017-12-31 | $11,719,270 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $5,697,566 |
| Income. Dividends from common stock | 2017-12-31 | $797,747 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $25,282,440 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $11,972,295 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | MORISON COGEN LLP |
| Accountancy firm EIN | 2017-12-31 | 231406493 |
| 2016 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $18,110,862 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $18,110,862 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $119,560 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $174,557 |
| Total income from all sources (including contributions) | 2016-12-31 | $51,372,379 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $26,921,076 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $24,277,147 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $8,546,349 |
| Value of total assets at end of year | 2016-12-31 | $468,732,479 |
| Value of total assets at beginning of year | 2016-12-31 | $444,336,173 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,643,929 |
| Total interest from all sources | 2016-12-31 | $31,818 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $9,374,746 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $8,420,157 |
| Administrative expenses professional fees incurred | 2016-12-31 | $2,643,929 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $204,010 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $288,049 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $119,560 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $174,557 |
| Total non interest bearing cash at end of year | 2016-12-31 | $9,000,000 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $24,451,303 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $468,612,919 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $444,161,616 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $401,041,088 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $376,910,068 |
| Interest earned on other investments | 2016-12-31 | $31,818 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $3,315,312 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $6,965,479 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $15,308,604 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Assets. Invements in employer securities at end of year | 2016-12-31 | $37,502,208 |
| Assets. Invements in employer securities at beginning of year | 2016-12-31 | $41,823,576 |
| Contributions received in cash from employer | 2016-12-31 | $8,546,349 |
| Employer contributions (assets) at end of year | 2016-12-31 | $5,697,566 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $7,401,684 |
| Income. Dividends from common stock | 2016-12-31 | $954,589 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $24,277,147 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $11,972,295 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $10,947,317 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | MORISON COGEN LLP |
| Accountancy firm EIN | 2016-12-31 | 231406493 |
| 2015 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-7,485,247 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-7,485,247 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $174,557 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $69,197 |
| Total income from all sources (including contributions) | 2015-12-31 | $12,540,427 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $25,537,363 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $23,531,150 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $14,893,585 |
| Value of total assets at end of year | 2015-12-31 | $444,336,173 |
| Value of total assets at beginning of year | 2015-12-31 | $457,227,749 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,006,213 |
| Total interest from all sources | 2015-12-31 | $2,525 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $9,832,969 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $8,605,681 |
| Administrative expenses professional fees incurred | 2015-12-31 | $2,006,213 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $288,049 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $274,840 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $174,557 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $69,197 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-12,996,936 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $444,161,616 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $457,158,552 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $376,910,068 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $392,058,845 |
| Interest earned on other investments | 2015-12-31 | $2,525 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $6,965,479 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $4,178,673 |
| Net gain/loss from 103.12 investment entities | 2015-12-31 | $-4,703,405 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Assets. Invements in employer securities at end of year | 2015-12-31 | $41,823,576 |
| Assets. Invements in employer securities at beginning of year | 2015-12-31 | $47,051,523 |
| Contributions received in cash from employer | 2015-12-31 | $14,893,585 |
| Employer contributions (assets) at end of year | 2015-12-31 | $7,401,684 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $3,323,874 |
| Income. Dividends from common stock | 2015-12-31 | $1,227,288 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $23,531,150 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $10,947,317 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $10,339,994 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | MORISON COGEN |
| Accountancy firm EIN | 2015-12-31 | 231406493 |
| 2014 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $18,752,435 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $18,752,435 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $69,197 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $127,795 |
| Total income from all sources (including contributions) | 2014-12-31 | $56,612,171 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $24,025,629 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $22,492,005 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $15,453,919 |
| Value of total assets at end of year | 2014-12-31 | $457,227,749 |
| Value of total assets at beginning of year | 2014-12-31 | $424,699,805 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,533,624 |
| Total interest from all sources | 2014-12-31 | $1,509 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $9,204,135 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $8,123,575 |
| Administrative expenses professional fees incurred | 2014-12-31 | $1,533,624 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $274,840 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $238,574 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $69,197 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $127,795 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $32,586,542 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $457,158,552 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $424,572,010 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $392,058,845 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $369,296,835 |
| Interest earned on other investments | 2014-12-31 | $1,509 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,178,673 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,224,771 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $13,200,173 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Assets. Invements in employer securities at end of year | 2014-12-31 | $47,051,523 |
| Assets. Invements in employer securities at beginning of year | 2014-12-31 | $34,241,814 |
| Contributions received in cash from employer | 2014-12-31 | $15,453,919 |
| Employer contributions (assets) at end of year | 2014-12-31 | $3,323,874 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $6,393,787 |
| Income. Dividends from common stock | 2014-12-31 | $1,080,560 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $22,492,005 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $10,339,994 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $11,304,024 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | MORISON COGEN |
| Accountancy firm EIN | 2014-12-31 | 231406493 |
| 2013 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $7,334,465 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $7,334,465 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $127,795 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $92,850 |
| Total income from all sources (including contributions) | 2013-12-31 | $88,267,981 |
| Total loss/gain on sale of assets | 2013-12-31 | $-47,772 |
| Total of all expenses incurred | 2013-12-31 | $22,639,029 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $21,413,738 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $23,423,228 |
| Value of total assets at end of year | 2013-12-31 | $424,699,805 |
| Value of total assets at beginning of year | 2013-12-31 | $359,035,908 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,225,291 |
| Total interest from all sources | 2013-12-31 | $5,421 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $8,041,209 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $7,100,775 |
| Administrative expenses professional fees incurred | 2013-12-31 | $1,225,291 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $238,574 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $223,246 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $127,795 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $92,850 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $65,628,952 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $424,572,010 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $358,943,058 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $369,296,835 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $325,675,686 |
| Interest earned on other investments | 2013-12-31 | $5,421 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,224,771 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,029,787 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $49,511,430 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Assets. Invements in employer securities at end of year | 2013-12-31 | $34,241,814 |
| Assets. Invements in employer securities at beginning of year | 2013-12-31 | $27,015,189 |
| Contributions received in cash from employer | 2013-12-31 | $23,423,228 |
| Employer contributions (assets) at end of year | 2013-12-31 | $6,393,787 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $3,092,000 |
| Income. Dividends from common stock | 2013-12-31 | $940,434 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $21,413,738 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $11,304,024 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $179,774 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $227,546 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | MORISON COGEN |
| Accountancy firm EIN | 2013-12-31 | 231406493 |
| 2012 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $28,769,845 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $28,769,845 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $92,850 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $69,638 |
| Total income from all sources (including contributions) | 2012-12-31 | $56,987,168 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $21,430,646 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $20,252,396 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $20,282,000 |
| Value of total assets at end of year | 2012-12-31 | $359,035,908 |
| Value of total assets at beginning of year | 2012-12-31 | $323,456,174 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,178,250 |
| Total interest from all sources | 2012-12-31 | $3,829 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $7,931,494 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $7,047,781 |
| Administrative expenses professional fees incurred | 2012-12-31 | $241,791 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $223,246 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $214,831 |
| Administrative expenses (other) incurred | 2012-12-31 | $833,831 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $92,850 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $69,638 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $35,556,522 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $358,943,058 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $323,386,536 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $102,628 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $325,675,686 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $281,091,789 |
| Interest earned on other investments | 2012-12-31 | $3,829 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,029,787 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,262,094 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Assets. Invements in employer securities at end of year | 2012-12-31 | $27,015,189 |
| Assets. Invements in employer securities at beginning of year | 2012-12-31 | $24,281,460 |
| Contributions received in cash from employer | 2012-12-31 | $20,282,000 |
| Employer contributions (assets) at end of year | 2012-12-31 | $3,092,000 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $15,606,000 |
| Income. Dividends from common stock | 2012-12-31 | $883,713 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $20,252,396 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | MORISON COGEN |
| Accountancy firm EIN | 2012-12-31 | 231406493 |
| 2011 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,800,462 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,800,462 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $69,638 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $129,981 |
| Total income from all sources (including contributions) | 2011-12-31 | $28,608,160 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $20,190,300 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $19,236,061 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $25,853,806 |
| Value of total assets at end of year | 2011-12-31 | $323,456,174 |
| Value of total assets at beginning of year | 2011-12-31 | $315,098,657 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $954,239 |
| Total interest from all sources | 2011-12-31 | $1,798 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $7,461,466 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $6,610,789 |
| Administrative expenses professional fees incurred | 2011-12-31 | $391,831 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $214,831 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $220,426 |
| Administrative expenses (other) incurred | 2011-12-31 | $466,226 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $69,638 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $129,981 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $8,417,860 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $323,386,536 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $314,968,676 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $2,041 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $281,091,789 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $275,625,570 |
| Interest earned on other investments | 2011-12-31 | $1,798 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,262,094 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,382,906 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,908,448 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Assets. Invements in employer securities at end of year | 2011-12-31 | $24,281,460 |
| Assets. Invements in employer securities at beginning of year | 2011-12-31 | $26,081,922 |
| Contributions received in cash from employer | 2011-12-31 | $25,853,806 |
| Employer contributions (assets) at end of year | 2011-12-31 | $15,606,000 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $10,787,833 |
| Income. Dividends from common stock | 2011-12-31 | $850,677 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $19,236,061 |
| Contract administrator fees | 2011-12-31 | $94,141 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | MORISON COGEN |
| Accountancy firm EIN | 2011-12-31 | 231406493 |
| 2010 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $4,960,959 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $4,960,959 |
| Total transfer of assets to this plan | 2010-12-31 | $45,028,166 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $129,981 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $60,756 |
| Total income from all sources (including contributions) | 2010-12-31 | $48,152,236 |
| Total loss/gain on sale of assets | 2010-12-31 | $31 |
| Total of all expenses incurred | 2010-12-31 | $16,296,480 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $15,539,725 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $15,928,442 |
| Value of total assets at end of year | 2010-12-31 | $315,098,657 |
| Value of total assets at beginning of year | 2010-12-31 | $238,145,510 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $756,755 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $5,585,413 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $4,947,672 |
| Administrative expenses professional fees incurred | 2010-12-31 | $184,609 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $220,426 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $144,986 |
| Administrative expenses (other) incurred | 2010-12-31 | $572,146 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $129,981 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $60,756 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $31,855,756 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $314,968,676 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $238,084,754 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $275,625,570 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $220,197,784 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,382,906 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,563,824 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,563,824 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $21,674,708 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,683 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Assets. Invements in employer securities at end of year | 2010-12-31 | $26,081,922 |
| Assets. Invements in employer securities at beginning of year | 2010-12-31 | $16,238,916 |
| Contributions received in cash from employer | 2010-12-31 | $15,928,442 |
| Employer contributions (assets) at end of year | 2010-12-31 | $10,787,833 |
| Income. Dividends from common stock | 2010-12-31 | $637,741 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $15,539,725 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $31 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | MORISON COGEN |
| Accountancy firm EIN | 2010-12-31 | 231406493 |
| 2009 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
