Niagara Mohawk Pension Plan — Form 5500 plan (National Grid Usa Service Company, Inc.)
Plain-English plan 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, Niagara Mohawk Pension Plan is a benefit plan reported by National Grid Usa Service Company, Inc. under EIN 04-1663150 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,821 participants and $1,142,538,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Grid Usa Service Company, Inc.
- EIN
- 04-1663150
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 4,821
- End-of-year plan assets
- $1,142,538,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,821 | H, C | 20241010171111NAL0010289155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,142,538,407
- Total liabilities (EOY)
- $44,569,968
- Net assets (EOY)
- $1,097,968,439
- Net assets (BOY)
- $1,054,852,810
Income & contributions
- Total contributions
- $0
- Total income / additions
- $81,321,756
Expenses & distributions
- Benefits paid
- $33,789,605
- Administrative expenses
- $4,416,522
- Total expenses
- $38,206,127
- Net increase / (decrease)
- $43,115,629
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting Inc | NONE | $562,245 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management | NONE | $278,129 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $238,673 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE | $210,579 | not reported in the loaded dataset | 2023 |
| Jp Morgan Asset Investment | NONE | $132,420 | not reported in the loaded dataset | 2023 |
| Ir+M Collective Investment | NONE | $131,928 | not reported in the loaded dataset | 2023 |
| Fmr Corp | NONE | $121,171 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $116,842 | not reported in the loaded dataset | 2023 |
| Mondrian Investment Group (Us) | NONE | $111,149 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management | NONE | $73,437 | not reported in the loaded dataset | 2023 |
| Tempo Holding Company LLC | NONE | $65,019 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $41,410 | not reported in the loaded dataset | 2023 |
| Barrow Hanley, Mewhinney Inc | NONE | $38,474 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Co | NONE | $36,675 | not reported in the loaded dataset | 2023 |
| Ranger Investment Management | NONE | $28,494 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $8,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Grid Usa Service Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Aon Consulting Inc — Schedule C compensation
- Pacific Investment Management — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Jp Morgan Asset Investment — Schedule C compensation
- Ir+M Collective Investment — Schedule C compensation
- Fmr Corp — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Mondrian Investment Group (Us) — Schedule C compensation
- Goldman Sachs Asset Management — Schedule C compensation
- Tempo Holding Company LLC — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Barrow Hanley, Mewhinney Inc — Schedule C compensation
- State Street Bank And Trust Co — Schedule C compensation
- Ranger Investment Management — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation