2023 Form 5500 filing — National Grid Usa Companies' Retirees Health And Life Insurance Plan I
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 20241010171733NAL0010291379001) for National Grid Usa Companies' Retirees Health And Life Insurance Plan I, reported by National Grid Usa Service Company, Inc. under EIN 04-1663150 and plan number 509. It reports 1,646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010171733NAL0010291379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Grid Usa Service Company, Inc.
- EIN
- 04-1663150
- Plan number
- 509
- Location
- Brooklyn, NY
- Participants
- 1,646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,993,159
- Total liabilities (EOY)
- $1,099,166
- Net assets (EOY)
- $148,893,993
- Employer contributions
- $2,711,063
- Participant contributions
- $1,456,979
- Total income / additions
- $27,352,175
- Benefits paid
- $18,124,447
- Administrative expenses
- $5,537,222
- Total expenses
- $23,661,669
- Net increase / (decrease)
- $3,690,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Associates, Inc. | NONE | $239,291 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $56,848 | not reported in the loaded dataset |
| Aon Consulting Inc. | NONE | $24,337 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $22,584 | not reported in the loaded dataset |
| Bchr Us Acquisitions Inc | NONE | $9,868 | not reported in the loaded dataset |