National Grid Usa Companies' Retirees Health And Life Insurance Plan Ii — 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 Ii is a benefit plan reported by National Grid Usa Service Company, Inc. under EIN 04-1663150 and plan number 511. The latest loaded filing year is 2023. The filing reports 1,352 participants and $353,368,348 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
- 511
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 1,352
- End-of-year plan assets
- $353,368,348
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,352 | H, C | 20241010171836NAL0011771923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $353,368,348
- Total liabilities (EOY)
- $3,691,052
- Net assets (EOY)
- $349,677,296
- Net assets (BOY)
- $323,855,815
Income & contributions
- Participant contributions
- $1,108,153
- Total contributions
- $1,108,153
- Total income / additions
- $40,619,202
Expenses & distributions
- Benefits paid
- $14,191,460
- Administrative expenses
- $606,261
- Total expenses
- $14,797,721
- Net increase / (decrease)
- $25,821,481
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Western Asset Management | NONE | $151,533 | not reported in the loaded dataset | 2023 |
| Grantham, Mayo, Vanotterloo & Co. | NONE | $128,703 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $87,394 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | NONE | $82,971 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc. | NONE | $32,734 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $25,262 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $22,846 | not reported in the loaded dataset | 2023 |
| Russell Investments Us | NONE | $21,770 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $14,997 | not reported in the loaded dataset | 2023 |
| Ssga S&P 500 Index Non Lending | NONE | $8,601 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital, Limited | NONE | $5,089 | 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
- Western Asset Management — Schedule C compensation
- Grantham, Mayo, Vanotterloo & Co. — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Aon Consulting Inc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Russell Investments Us — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Ssga S&P 500 Index Non Lending — Schedule C compensation
- Arrowstreet Capital, Limited — Schedule C compensation