Eversource Retirees Benefit Trust — Form 5500 plan (Eversource Energy Service Company)
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, Eversource Retirees Benefit Trust is a benefit plan reported by Eversource Energy Service Company under EIN 04-3220614 and plan number 526. The latest loaded filing year is 2023. The filing reports 0 participants and $761,483,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eversource Energy Service Company
- EIN
- 04-3220614
- Plan number
- 526
- Plan type
- 4
- Location
- Hartford, CT
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $761,483,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20241008132506NAL0016752161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $761,483,446
- Total liabilities (EOY)
- $6,209,013
- Net assets (EOY)
- $755,274,433
- Net assets (BOY)
- $691,619,539
Income & contributions
- Total income / additions
- $92,551,968
Expenses & distributions
- Administrative expenses
- $2,875,333
- Total expenses
- $2,875,588
- Net increase / (decrease)
- $89,676,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Bank Of New York Mellon | NONE | $542,751 | not reported in the loaded dataset | 2023 |
| Passaic Partners LLC | NONE | $425,999 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company, Lp | NONE | $305,815 | not reported in the loaded dataset | 2023 |
| Earnest Partners, LLC | NONE | $283,394 | not reported in the loaded dataset | 2023 |
| American Century Investment | NONE | $193,806 | not reported in the loaded dataset | 2023 |
| State Street Global Advisor Trst Co | NONE | $192,851 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | NONE | $146,254 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $119,021 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $109,851 | not reported in the loaded dataset | 2023 |
| State Street Emerging Markets | NONE | $58,889 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | NONE | $56,250 | not reported in the loaded dataset | 2023 |
| Fiondella, Milone & Lasaracina Llp | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial, Inc. | NONE | $25,758 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $23,628 | not reported in the loaded dataset | 2023 |
| Brandywine Investment Trust | NONE | $12,555 | not reported in the loaded dataset | 2023 |
| Ssga S&P 500 Index Non-Lending | NONE | $7,618 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eversource Energy Service Company
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hartford, CT
- The Bank Of New York Mellon — Schedule C compensation
- Passaic Partners LLC — Schedule C compensation
- Loomis Sayles & Company, Lp — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- American Century Investment — Schedule C compensation
- State Street Global Advisor Trst Co — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- Pimco — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- State Street Emerging Markets — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Fiondella, Milone & Lasaracina Llp — Schedule C compensation
- Ameriprise Financial, Inc. — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Brandywine Investment Trust — Schedule C compensation
- Ssga S&P 500 Index Non-Lending — Schedule C compensation