Original filing (PDF)20260212153349NAL0000337217001

NATIONAL GRID USA SERVICE COMPANY, INC.

Name: NATIONAL GRID USA SERVICE COMPANY, INC. — NATIONAL GRID BENEFIT PLAN FOR CERTAIN RETIRED MANAGEMENT EMPLOYEES OF NEW YORK COMPANIES, Form 5500 (2024)
Creator: NATIONAL GRID USA SERVICE COMPANY, INC.

Form 5500

FILING_RECEIVED

NATIONAL GRID BENEFIT PLAN FOR CERTAIN RETIRED MANAGEMENT EMPLOYEES OF NEW YORK COMPANIES

Health & welfare plan

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$450.6M

Net assets (EOY)

$449.4M

How this plan invests

This plan

2 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)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

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

544

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

4D · Dental

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 pooled funds· $449.8M(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.

Investment	Type	Current value	% of plan
KEYSPAN CORPORATION NON-UNION MEDIC NATIONAL GRID USA SERVICE COMPANY, INC. · EIN 04-1663150 / PN 601	Master Trust	$342.4M	76.0%
KEYSPAN CORPORATION NON-UNION LIFE NATIONAL GRID USA SERVICE COMPANY, INC. · EIN 04-1663150 / PN 602	Master Trust	$107.4M	23.8%

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