National Grid Usa Companies' Retirees Health And Life Insurance Plan I — 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, National Grid Usa Companies' Retirees Health And Life Insurance Plan I is a benefit plan reported by National Grid Usa Service Company, Inc. under EIN 04-1663150 and plan number 509. The latest loaded filing year is 2023. The filing reports 1,646 participants and $149,993,159 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
- 509
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 1,646
- End-of-year plan assets
- $149,993,159
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,646 | H, C | 20241010171733NAL0010291379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,993,159
- Total liabilities (EOY)
- $1,099,166
- Net assets (EOY)
- $148,893,993
- Net assets (BOY)
- $145,203,487
Income & contributions
- Employer contributions
- $2,711,063
- Participant contributions
- $1,456,979
- Total contributions
- $4,168,042
- Total income / additions
- $27,352,175
Expenses & distributions
- Benefits paid
- $18,124,447
- Administrative expenses
- $5,537,222
- Total expenses
- $23,661,669
- Net increase / (decrease)
- $3,690,506
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | NONE | $239,291 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $56,848 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc. | NONE | $24,337 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $22,584 | not reported in the loaded dataset | 2023 |
| Bchr Us Acquisitions Inc | NONE | $9,868 | 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
- T. Rowe Price Associates, Inc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Aon Consulting Inc. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Bchr Us Acquisitions Inc — Schedule C compensation