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Original filing (PDF)20260212153548NAL0000383728001
NATIONAL GRID USA SERVICE COMPANY, INC.
Form 5500
FILING_RECEIVED
NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL
Health & welfare plan
Signals · 2
Late filing · 2.9 mo9 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
88
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Filed 2.9 months past the 10.5-month grace window.
- 9 bps in Schedule C fees — 74% above peer band of 5 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL GRID USA SERVICE COMPANY, INC..
Plan sponsor
Name
NATIONAL GRID USA SERVICE COMPANY, INC.
EIN
04-1663150
Address
2 HANSON PLACE · 12TH FLOOR · BROOKLYN, NY · 11217
Phone
(888) 483-2123
Industry
Utilitiessee all
Plan administrator
Name
RETIREMENT PLANS COMMITTEE OF NATIONAL GRID USA SERVICE COMPANY, INC.
EIN
04-1663150
City
BROOKLYN, NY
Phone
(917) 636-9931
Plan characteristics
Plan number
521
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESTERN ASSET MANAGEMENT | 95-2705767 | — | NONE | $284K | — |
| DODGE & COX | 94-1441976 | — | NONE | $254K | — |
| LEGAL & GENERAL INVESTMENT | 20-8058531 | — | NONE | $191K | — |
| GRANTHAM, MAYO, VAN OTTERLOO | 04-2691242 | — | NONE | $117K | — |
| AON CONSULTING INC. | 22-2232264 | — | NONE | $75K | — |
| INCOME RESEARCH & MANAGEMENT | 04-2955404 | — | NONE | $50K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $33K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $12K | — |
| SSGA S&P 500 INDEX NON LENDING | 04-6625099 | — | NONE | $10K | — |
Investments
5 pooled funds· $1.2B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$1.2B
1 holding
Common Collective Trust
$0
2 holdings
103-12 Investment Entity
$0
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| KEYSPAN CORPORATION UNION VEBA MAST NATIONAL GRID USA SERVICE COMPANY, INC. · EIN 04-1663150 / PN 600 | Master Trust | $1.2B | 99.8% |
| US TOTAL MARKET INDEX NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 235 | Common Collective Trust | $0 | <0.1% |
| GMO MULTI-STRATEGY FUND GMO MULTI-STRATEGY FUND · EIN 01-0745810 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |
| ALL WEATHER PORTFOLIO FUND II BRIDGEWATER ASSOCIATES, LP · EIN 98-0633473 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |
| SSGA MSCI ACWI EX-US INDEX (ZVBN) STATE STREET BANK AND TRUST COMPANY · EIN 80-6103053 / PN 001 | Common Collective Trust | $0 | <0.1% |