Transcanada Usa Services Inc. Retiree Benefits Plan — Form 5500 plan (Transcanada Usa Services 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, Transcanada Usa Services Inc. Retiree Benefits Plan is a benefit plan reported by Transcanada Usa Services Inc. under EIN 98-0460263 and plan number 529. The latest loaded filing year is 2023. The filing reports 2,759 participants and $229,370,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transcanada Usa Services Inc.
- EIN
- 98-0460263
- Plan number
- 529
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 2,759
- End-of-year plan assets
- $229,370,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,759 | H, C | 20241010164110NAL0036458544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $229,370,694
- Total liabilities (EOY)
- $1,881,599
- Net assets (EOY)
- $227,489,095
- Net assets (BOY)
- $220,576,501
Income & contributions
- Employer contributions
- $2,231,583
- Participant contributions
- $2,123,749
- Total contributions
- $4,355,332
- Total income / additions
- $22,674,505
Expenses & distributions
- Benefits paid
- $13,016,356
- Administrative expenses
- $2,745,555
- Total expenses
- $15,761,911
- Net increase / (decrease)
- $6,912,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Porter, Wright, Morris & Arthur | NONE | $224,478 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $110,962 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $99,448 | $0 | 2023 |
| Hogan Lovells Us Llp | NONE | $51,000 | not reported in the loaded dataset | 2023 |
| Kpmg | NONE | $31,951 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $24,946 | not reported in the loaded dataset | 2023 |
| Alight | NONE | $24,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transcanada Usa Services Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Porter, Wright, Morris & Arthur — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Northern Trust — Schedule C compensation
- Hogan Lovells Us Llp — Schedule C compensation
- Kpmg — Schedule C compensation
- Mercer — Schedule C compensation
- Alight — Schedule C compensation