Back to filter
Original filing (PDF)20251014110009NAL0001255027008
EVERSOURCE ENERGY SERVICE COMPANY
Form 5500
FILING_RECEIVED
EVERSOURCE 401K PLAN
401(k) retirement plan
Signals · 1
7 service providers
Active participants
10,538
Accounts w/ balance
14,290
Plan assets (EOY)
$4.0B
Net assets (EOY)
$4.0B
How this plan invests
This plan
19 pooled trusts
Schedule D
76 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERSOURCE ENERGY SERVICE COMPANY.
Plan sponsor
Name
EVERSOURCE ENERGY SERVICE COMPANY
EIN
06-0810627
Address
PO BOX 270 · HARTFORD, CT · 061410270
Phone
(800) 841-8684
Industry
Utilitiessee all
Plan administrator
Name
EXECUTIVE VICE PRESIDENT, HUMAN RESOURCES & INFORMATION TECHNOLOGY
EIN
06-0989432
City
HARTFORD, CT
Phone
(800) 841-8684
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2P · Leveraged ESOP
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FIONDELLA, MILONE & LASARACINA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTL OPER CO. | 04-2647786 | — | RECORDKEEPER | $259K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $818K | — |
| NEPC LLC | 26-1429809 | — | CONSULTANT | $203K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIONDELLA, MILONE & LASARACINA LLP | 06-1648707 | — | ACCOUNTANT/AUDITOR | $56K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. (NJ) | 22-2232264 | — | ACTUARY | $8K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPPARD MULLIN | 95-1463164 | — | ATTORNEY/LEGAL | $35K | — |
| DLA PIPER | 52-0616490 | — | ATTORNEY/LEGAL | $10K | — |
Investments
56 direct securities · 19 pooled funds· $4.1B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Common Collective Trust
$2.1B
19 holdings
Uncategorized
$2.0B
56 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GROWTH COMPANY COMMINGLED POOL CLAS FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $641.6M | 15.9% | |
| SPARTAN 500 INDEX POOL CLASS E FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $555.9M | 13.7% | |
| Eversource Common Shares Fund (including the ESOP * Eversource Energy allocated Eversource Energy Common Shares), $5 par | — | — | — | $523.0M | 12.9% | |
| Prudential Investment Contract | — | — | — | $465.5M | 11.5% | |
| FREEDOM BLEND 2030 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $269.1M | 6.6% | |
| Various Brokerage Link | — | — | — | $246.0M | 6.1% | |
| FREEDOM BLEND 2040 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $225.4M | 5.6% | |
| Vanguard Windsor II Admiral | — | — | — | $180.4M | 4.5% | |
| FREEDOM BLEND 2050 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $176.3M | 4.4% | |
| FREEDOM BLEND 2020 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $117.3M | 2.9% | |
| IR+M Intermediate Bond Fund - Common Collective Trust | — | — | — | $107.5M | 2.7% | |
| Fidelity International Discovery Fund – Class K | — | — | — | $105.8M | 2.6% | |
| Fidelity Freedom Blend 2065 Commingled Pool Class Y 96 * Fidelity Freedom Blend 2070 Commingled Pool Class Y 24 EARNEST Partners Interest in Common Collective Trust | — | — | — | $94.2M | 2.3% | |
| Boston Trust Walden Separately Managed Account | — | — | — | $93.6M | 2.3% | |
| FREEDOM BLEND 2060 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $74.4M | 1.8% | |
| Eversource Energy Cash and Cash Equivalents | — | — | — | $45.7M | 1.1% | |
| Plan Participants Loans to Participants | — | — | — | $44.3M | 1.1% | |
| SPARTAN GLOBAL EX US INDEX POOL CLA FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $29.6M | 0.7% | |
| FREEDOM BLEND 2010 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $14.4M | 0.4% | |
| SPARTAN EXTENDED MARKET INDEX POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $12.8M | 0.3% | |
| FREEDOM BLEND INCOME COMMINGLED POO FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $10.5M | 0.3% | |
| FIAM U.S. BOND INDEX COMMINGLED POO FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $2.5M | <0.1% | |
| SEI Investments Company Common Stock | — | — | — | $2.1M | <0.1% | |
| Aptargroup Inc Common Stock | — | — | — | $2.0M | <0.1% | |
| Check Point Software Tech Ltord Common Stock | — | — | — | $1.9M | <0.1% | |
| Cooper Cos Inc Common Stock | — | — | — | $1.9M | <0.1% | |
| FactSet Resh Systems Inc Common Stock | — | — | — | $1.9M | <0.1% | |
| Toro Co Common Stock 755 Waters Corp Common Stock | — | — | — | $1.9M | <0.1% | |
| Axcelis Technologies Inc Common Stock 698 BJ's Wholesale Club Holdings Common Stock | — | — | — | $1.8M | <0.1% | |
| Service Corp International Common Stock | — | — | — | $1.7M | <0.1% | |
| EXL Service Holdings Inc Common Stock | — | — | — | $1.7M | <0.1% | |
| Paycom Software Inc Common Stock | — | — | — | $1.7M | <0.1% | |
| Snap On Inc Common Stock | — | — | — | $1.6M | <0.1% | |
| Cincinnati Financial Corp Common Stock | — | — | — | $1.6M | <0.1% | |
| Watts Water Technologies Common Stock 966 Williams-Sonoma Inc Common Stock | — | — | — | $1.6M | <0.1% | |
| Masco Corp Com Common Stock 960 Matador Resources Co Common Stock | — | — | — | $1.6M | <0.1% | |
| Northern Trust Corporation Common Stock | — | — | — | $1.5M | <0.1% | |
| FREEDOM BLEND 2035 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $1.5M | <0.1% | |
| RPM International Inc Common Stock | — | — | — | $1.5M | <0.1% | |
| Zebra Technologies Corp Common Stock | — | — | — | $1.5M | <0.1% | |
| Boston Trust Walden - Separately Managed Account Akamai Technologies, Inc. Common Stock 873 Allegion Plc Common Stock | — | — | — | $1.4M | <0.1% | |
| Jones Lang Lasalle Inc Common Stock | — | — | — | $1.4M | <0.1% | |
| Lincoln Electric Holdings Common Stock 908 Magnolia Oil & Gas Corp Common Stock | — | — | — | $1.4M | <0.1% | |
| F5 Inc Common Stock | — | — | — | $1.4M | <0.1% | |
| Applied Industrial Tech Inc Common Stock | — | — | — | $1.3M | <0.1% | |
| Progress Software Corp Common Stock | — | — | — | $1.3M | <0.1% | |
| Charles River Laboratories Intl Inc Common Stock | — | — | — | $1.3M | <0.1% | |
| Cubesmart Common Stock 904 Cullen/Frost Bankers Inc Common Stock | — | — | — | $1.3M | <0.1% | |
| Amdocs Ltd Common Stock | — | — | — | $1.3M | <0.1% | |
| Clorox Company Common Stock | — | — | — | $1.3M | <0.1% | |
| Camden Property Trust Common Stock 960 Cavco Industries Inc Common Stock 859 CBOE Holdings Inc Common Stock | — | — | — | $1.3M | <0.1% | |
| Cactus Inc Common Stock | — | — | — | $1.3M | <0.1% | |
| Donaldson Co Inc Common Stock | — | — | — | $1.3M | <0.1% | |
| Flowers Foods Inc Com Common Stock 859 Genuine Parts Co Common Stock 809 Hubbell Inc Common Stock 932 IDACORP Inc Common Stock 650 IDEX Corp Com Common Stock | — | — | — | $1.2M | <0.1% | |
| Stag Industrial Inc Common Stock 830 Steris Plc Common Stock 966 Teleflex Incorporated Common Stock | — | — | — | $1.2M | <0.1% | |
| Lamar Advertising Co Common Stock | — | — | — | $1.2M | <0.1% | |
| Expeditors Intl Wash Inc Common Stock | — | — | — | $1.2M | <0.1% | |
| Texas Roadhouse Inc Common Stock | — | — | — | $1.1M | <0.1% | |
| Commerce Bancshares Inc Common Stock | — | — | — | $1.1M | <0.1% | |
| McCormick & Co Inc Common Stock 951 Medpace Holdings Inc Common Stock | — | — | — | $1.1M | <0.1% | |
| Teradyne Inc Common Stock | — | — | — | $1.1M | <0.1% | |
| Cohen & Steers Inc Common Stock 845 Columbia Sportswear Co Common Stock | — | — | — | $1.1M | <0.1% | |
| Topbuild Corp Common Stock | — | — | — | $1.1M | <0.1% | |
| East West Bancorp Inc Common Stock 850 Essential Utils Inc Common Stock | — | — | — | $1.0M | <0.1% | |
| Selective Ins Group Inc Common Stock | — | — | — | $1.0M | <0.1% | |
| Boston Trust Walden - Separately Managed Account (continued) Jack Henry & Associates Inc Common Stock | — | — | — | $1.0M | <0.1% | |
| Dolby Laboratories Inc Common Stock | — | — | — | $1.0M | <0.1% | |
| Avery Dennison Corp Common Stock | — | — | — | $1.0M | <0.1% | |
| One Gas Inc Common Stock 800 Packaging Corp of America Common Stock | — | — | — | $1.0M | <0.1% | |
| FREEDOM BLEND 2045 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $879K | <0.1% | |
| FREEDOM BLEND 2055 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $525K | <0.1% | |
| FREEDOM BLEND 2025 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $153K | <0.1% | |
| FREEDOM BLEND 2065 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $96K | <0.1% | |
| FREEDOM BLEND 2070 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $24K | <0.1% | |
| FREEDOM BLEND 2015 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $6K | <0.1% |