Avangrid, Inc. Defined Benefit Master Trust — Form 5500 plan (Avangrid Management Company LLC)
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, Avangrid, Inc. Defined Benefit Master Trust is a benefit plan reported by Avangrid Management Company LLC under EIN 04-6931375 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $2,236,023,401 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avangrid Management Company LLC
- EIN
- 04-6931375
- Plan number
- 001
- Plan type
- 4
- Location
- Orange, CT
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $2,236,023,401
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014155345NAL0026637585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,236,023,401
- Total liabilities (EOY)
- $67,940,926
- Net assets (EOY)
- $2,168,082,475
- Net assets (BOY)
- $2,167,437,184
Income & contributions
- Total income / additions
- $215,741,129
Expenses & distributions
- Benefits paid
- $194,729,727
- Administrative expenses
- $20,366,111
- Total expenses
- $215,095,838
- Net increase / (decrease)
- $645,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William Blair Investment Management | NONE | $282,327 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $258,252 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $187,491 | not reported in the loaded dataset | 2023 |
| State Street Research & Management | NONE | $80,428 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $71,794 | $0 | 2023 |
| John Hancock Mutual Life Ins Co | NONE | $71,336 | not reported in the loaded dataset | 2023 |
| Granahan Investment Management, Inc | NONE | $60,251 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | NONE | $45,110 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $34,816 | not reported in the loaded dataset | 2023 |
| John Hancock | NONE | $6,348 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avangrid Management Company LLC
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Orange, CT
- William Blair Investment Management — Schedule C compensation
- Blackrock — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- State Street Research & Management — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- John Hancock Mutual Life Ins Co — Schedule C compensation
- Granahan Investment Management, Inc — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- John Hancock — Schedule C compensation