2023 Form 5500 filing — Eversource Retirees Benefit Trust
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 20241008132506NAL0016752161001) for Eversource Retirees Benefit Trust, reported by Eversource Energy Service Company under EIN 04-3220614 and plan number 526. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008132506NAL0016752161001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Eversource Energy Service Company
- EIN
- 04-3220614
- Plan number
- 526
- Location
- Hartford, CT
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $761,483,446
- Total liabilities (EOY)
- $6,209,013
- Net assets (EOY)
- $755,274,433
- Total income / additions
- $92,551,968
- Administrative expenses
- $2,875,333
- Total expenses
- $2,875,588
- Net increase / (decrease)
- $89,676,380
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Bank Of New York Mellon | NONE | $542,751 | not reported in the loaded dataset |
| Passaic Partners LLC | NONE | $425,999 | not reported in the loaded dataset |
| Loomis Sayles & Company, Lp | NONE | $305,815 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE | $283,394 | not reported in the loaded dataset |
| American Century Investment | NONE | $193,806 | not reported in the loaded dataset |
| State Street Global Advisor Trst Co | NONE | $192,851 | not reported in the loaded dataset |
| Acadian Asset Management LLC | NONE | $146,254 | not reported in the loaded dataset |
| Pimco | NONE | $119,021 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $109,851 | not reported in the loaded dataset |
| State Street Emerging Markets | NONE | $58,889 | not reported in the loaded dataset |
| State Street Bank & Trust Company | NONE | $56,250 | not reported in the loaded dataset |
| Fiondella, Milone & Lasaracina Llp | NONE | $39,000 | not reported in the loaded dataset |
| Ameriprise Financial, Inc. | NONE | $25,758 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $23,628 | not reported in the loaded dataset |
| Brandywine Investment Trust | NONE | $12,555 | not reported in the loaded dataset |
| Ssga S&P 500 Index Non-Lending | NONE | $7,618 | not reported in the loaded dataset |