Back to filter
Original filing (PDF)20251009140603NAL0006696561001
EVERSOURCE ENERGY SERVICE COMPANY
Form 5500
FILING_RECEIVED
EVERSOURCE PENSION PLAN
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed10 service providers
Active participants
3,150
Accounts w/ balance
—
Plan assets (EOY)
$5.8B
Net assets (EOY)
$5.8B
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: EVERSOURCE RETIREMENT PLAN MASTER TRUST (share>100%, pinned)]" is 100% of plan.
- 8 bps in Schedule C fees — 54% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
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
P.O. 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
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
FIONDELLA, MILONE & LASARACINA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $1.8M | — |
| NORTHEAST UTILITIES SVC CO. | 06-0810627 | — | PLAN SPONSOR | $963K | — |
| ALIGHT HOLDING COMPANY LLC | 82-1061233 | — | NONE | $491K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $443K | — |
| STATE STREET BANK AND TRUST | 04-1867445 | — | NONE | $295K | — |
| AON CONSULTING INC. | 22-2232264 | — | NONE | $226K | — |
| JOHN HANCOCK | 04-1414660 | — | NONE | $116K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $46K | — |
| FIONDELLA, MILONE & LASARACINA LLP | 06-1648707 | — | NONE | $41K | — |
| SHEPPARD MULLIN RICHTER | 95-1463164 | — | NONE | $23K | — |
Investments
2 pooled funds· $5.8B(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
$5.8B
1 holding
Pooled Separate Account
$826K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EVERSOURCE RETIREMENT PLN MSTR TRST EVERSOURCE ENERGY SERVICE COMPANY · EIN 25-6365444 / PN 006 | Master Trust | — | — | $5.8B | 100.0% | |
| JOHN HANCOCK ANNUITY JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $826K | <0.1% |