Back to filter
Original filing (PDF)20251015093827NAL0004468705001
SPECTRA ENERGY CORP
Form 5500
FILING_RECEIVED
SPECTRA ENERGY RETIREE MEDICAL PLAN
Health & welfare plan
Signals · 1
~13533 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$334K
Net assets (EOY)
-$261K
How this plan invests
This plan
1 collective trust
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)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 13533 bps in Schedule C fees — 8465% above peer band of 158 bps.
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 SPECTRA ENERGY CORP.
Plan sponsor
Name
SPECTRA ENERGY CORP
EIN
20-5413139
Address
915 N. ELDRIDGE PARKWAY, SUITE 1100 · HOUSTON, TX · 77079
Phone
(713) 627-5400
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
512
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIFEWORK (US) LTD. | 52-1883918 | — | NONE | $330K | — |
| BNYM | 39-1669331 | — | NONE | $56K | — |
| BLUE CROSS BLUE SHIELD OF TEXAS | 56-0894904 | — | NONE | $35K | — |
| CAREMARK | 75-2882129 | — | NONE | $21K | — |
| BLACKROCK | 94-3112180 | — | NONE | $10K | — |
Investments
1 pooled fund· $0(0% 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 |
|---|---|---|---|
| EESI WELFARE BENEFIT PLANS TRUST ENBRIDGE EMPLOYEE SERVICES, INC. · EIN 76-0697621 / PN 003 | Master Trust | $0 | <0.1% |