2023 Form 5500 filing — Eversource 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002153006NAL0004167475001) for Eversource 401k Plan, reported by Eversource Energy Service Company under EIN 06-0810627 and plan number 005. It reports 13,788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002153006NAL0004167475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eversource Energy Service Company
- EIN
- 06-0810627
- Plan number
- 005
- Location
- Hartford, CT
- Participants
- 13,788
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,751,712,453
- Net assets (EOY)
- $3,751,712,453
- Employer contributions
- $64,573,157
- Participant contributions
- $127,170,630
- Total income / additions
- $535,019,757
- Benefits paid
- $388,696,537
- Administrative expenses
- $2,131,167
- Total expenses
- $390,827,704
- Net increase / (decrease)
- $144,192,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential | INVESTMENT ADVISOR | $1,013,624 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $736,456 | not reported in the loaded dataset |
| Fidelity Investments Instl Oper Co. | RECORDKEEPER | $179,771 | $0 |
| Nepc LLC | CONSULTANT | $137,799 | not reported in the loaded dataset |
| Fiondella, Milone & Lasaracina Llp | ACCOUNTANT/AUDITOR | $52,500 | not reported in the loaded dataset |
| Sheppard Mullin | ATTORNEY/LEGAL | $29,042 | not reported in the loaded dataset |