2023 Form 5500 filing — National Grid Usa Companies' Retirees Health And Life Insurance Plan Ii
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 20241010171836NAL0011771923001) for National Grid Usa Companies' Retirees Health And Life Insurance Plan Ii, reported by National Grid Usa Service Company, Inc. under EIN 04-1663150 and plan number 511. It reports 1,352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010171836NAL0011771923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Grid Usa Service Company, Inc.
- EIN
- 04-1663150
- Plan number
- 511
- Location
- Brooklyn, NY
- Participants
- 1,352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $353,368,348
- Total liabilities (EOY)
- $3,691,052
- Net assets (EOY)
- $349,677,296
- Participant contributions
- $1,108,153
- Total income / additions
- $40,619,202
- Benefits paid
- $14,191,460
- Administrative expenses
- $606,261
- Total expenses
- $14,797,721
- Net increase / (decrease)
- $25,821,481
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Western Asset Management | NONE | $151,533 | not reported in the loaded dataset |
| Grantham, Mayo, Vanotterloo & Co. | NONE | $128,703 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $87,394 | not reported in the loaded dataset |
| Legal & General Investment | NONE | $82,971 | not reported in the loaded dataset |
| Aon Consulting Inc. | NONE | $32,734 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $25,262 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $22,846 | not reported in the loaded dataset |
| Russell Investments Us | NONE | $21,770 | not reported in the loaded dataset |
| Income Research & Management | NONE | $14,997 | not reported in the loaded dataset |
| Ssga S&P 500 Index Non Lending | NONE | $8,601 | not reported in the loaded dataset |
| Arrowstreet Capital, Limited | NONE | $5,089 | not reported in the loaded dataset |