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Original filing (PDF)20251014181351NAL0003544657001
ENBRIDGE EMPLOYEE SERVICES, INC.
Form 5500
FILING_RECEIVED
ENBRIDGE GAS OHIO UNION PENSION PLAN
Defined-benefit pension plan
Signals · 3
31% in single holdingNo recordkeeper disclosed9 service providers
Active participants
973
Accounts w/ balance
—
Plan assets (EOY)
$471.2M
Net assets (EOY)
$465.9M
How this plan invests
This plan
13 pooled trusts
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: LONG TERM CREDIT BOND INDEX FUND (extraction pending)]" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENBRIDGE EMPLOYEE SERVICES, INC..
Plan sponsor
Name
ENBRIDGE EMPLOYEE SERVICES, INC.
EIN
76-0697621
Address
915 N. ELDRIDGE PARKWAY · SUITE 1100 · HOUSTON, TX · 77079
Phone
(713) 627-5400
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-03-07
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, L.P. | 36-7202056 | — | NONE | $83K | — |
| BLACKROCK INSTITUTIONSL TRUST COMP | 94-3127830 | — | NONE | $76K | — |
| ALIGHT SOLUTIONS LLC | 36-2235791 | — | NONE | $74K | — |
| THE BANK OF NEW YORK MELLON | 25-6078093 | — | NONE | $52K | — |
| HILLSDALE INVESTMENT MANAGEMENT INC | — | — | NONE | $33K | — |
| MCCONNELL & JONES LLP | 76-0488832 | — | NONE | $32K | — |
| CAMBRIDGE ASSOCIATES | — | BOSTON, MA | NONE | $26K | — |
| MERCER US INC | 13-2834414 | — | NONE | $24K | — |
| CONNOR, CLARK & LUNN INVESTMENT | 98-1299598 | — | NONE | $13K | — |
Investments
32 direct securities · 13 pooled funds· $446.6M(95% 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.
Common Collective Trust
$418.6M
13 holdings
Uncategorized
$28.0M
32 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG TERM CREDIT BOND INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118550 / PN 001 | Common Collective Trust | — | — | $131.7M | 28.0% | |
| BLACKROCK MSCI WORLD INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-3689229 / PN 001 | Common Collective Trust | — | — | $94.3M | 20.0% | |
| LONG TERM GOVERNMENT BOND INDEX FUN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118547 / PN 001 | Common Collective Trust | — | — | $68.5M | 14.5% | |
| RUSSELL 1000 ALPHA TILTS FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3127830 / PN 001 | Common Collective Trust | — | — | $41.9M | 8.9% | |
| GQG PARTNERS GLOBAL EQUITY FUND CIT RELIANCE TRUST COMPANY · EIN 82-6251411 / PN 010 | Common Collective Trust | — | — | $21.4M | 4.5% | |
| RELIANCE TRUST INSTITUTIONAL RETIREMENT TRUST SERIES TEN | — | — | $18.1M | $20.6M | 4.4% | |
| WORLD EX-US ALPHA TILTS FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 03-0382077 / PN 001 | Common Collective Trust | — | — | $14.6M | 3.1% | |
| BRANDES GLOBAL SMALL CAP PORTFOLIO BRANDES INVESTMENT PARTNERS, L.P. · EIN 36-7202056 / PN 001 | Common Collective Trust | — | — | $14.5M | 3.1% | |
| BLACKROCK MSCI USA SMALL CAP EQUITY BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-4180573 / PN 001 | Common Collective Trust | — | — | $9.0M | 1.9% | |
| CC&L Q EMERGING MARKETS EQUITY FUND CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. · EIN 98-1299598 / PN 001 | Common Collective Trust | — | — | $8.3M | 1.8% | |
| MSCI EMERGING MARKETS FREE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 33-1030441 / PN 001 | Common Collective Trust | — | — | $6.6M | 1.4% | |
| BLACKROCK MSCI EAFE SMALL CAP EQUIT BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-0719768 / PN 001 | Common Collective Trust | — | — | $5.2M | 1.1% | |
| EB TEMPORARY INVESTMENT FUND, 1.147 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $2.0M | 0.4% | |
| MSCI EQUITY INDEX FUND-CHINA | — | — | — | $1.8M | 0.4% | |
| MSCI EQUITY INDEX FUND-TAIWAN | — | — | — | $1.3M | 0.3% | |
| MSCI EQUITY INDEX FUND-INDIA | — | — | — | $1.3M | 0.3% | |
| BLACKROCK MSCI CANADA SMALL CAP EQU BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 33-6379493 / PN 001 | Common Collective Trust | — | — | $588K | 0.1% | |
| MSCI EQUITY INDEX FUND-S KOREA | — | — | — | $586K | 0.1% | |
| RELIANCE TRUST INSTITUTIONAL RETIREMENT TRUST SERIES TEN | — | — | $236K | $480K | 0.1% | |
| RELIANCE TRUST INSTITUTIONAL RETIREMENT TRUST SERIES TEN | — | — | $566K | $299K | <0.1% | |
| BLK MSCI EQ INDEX FUND-SAUDI ARABIA | — | — | — | $275K | <0.1% | |
| MSCI EQUITY INDEX FUND-BRAZIL | — | — | — | $274K | <0.1% | |
| MSCI EQUITY INDEX FUND-SOUTH AFRICA | — | — | — | $194K | <0.1% | |
| MSCI EQUITY INDEX FUND-MEXICO | — | — | — | $115K | <0.1% | |
| MSCI EQUITY INDEX FUND-INDONESIA | — | — | — | $99K | <0.1% | |
| MSCI EQUITY INDEX FUND-THAILAND | — | — | — | $96K | <0.1% | |
| BLK MSCI EQUITY INDEX FUND-UAE | — | — | — | $90K | <0.1% | |
| MSCI EQUITY INDEX FUND B-MALAYSIA | — | — | — | $82K | <0.1% | |
| BLK MSCI EQUITY INDEX FUND-QATAR | — | — | — | $56K | <0.1% | |
| MSCI EQUITY INDEX FUND-POLAND | — | — | — | $54K | <0.1% | |
| BLK MSCI EQUITY INDEX FUND-KUWAIT | — | — | — | $49K | <0.1% | |
| MSCI EQUITY INDEX FUND-TURKEY | — | — | — | $43K | <0.1% | |
| MSCI EQUITY INDEX FUND-PHILIPPINES | — | — | — | $35K | <0.1% | |
| MSCI EQUITY INDEX FUND-GREECE | — | — | — | $31K | <0.1% | |
| MSCI EQUITY INDEX FUND-CHILE | — | — | — | $28K | <0.1% | |
| BLK MSCI EQUITY INDEX FD-MALAYSIA | — | — | — | $20K | <0.1% | |
| MSCI EQUITY INDEX FUND-PERU | — | — | — | $19K | <0.1% | |
| MSCI EQUITY INDEX FUND B-HUNGARY | — | — | — | $15K | <0.1% | |
| MSCI EQ INDEX FUND B-CZECH REPUBLIC | — | — | — | $7K | <0.1% | |
| MSCI EQUITY INDEX FUND B-COLOMBIA | — | — | — | $5K | <0.1% | |
| MSCI EQUITY INDEX FUND B-EGYPT | — | — | — | $4K | <0.1% | |
| BLK MSCI EQ IDX FD-CZECH REPUBLIC | — | — | — | $3K | <0.1% | |
| BLK MSCI EQUITY INDEX FD-COLOMBIA | — | — | — | $2K | <0.1% | |
| BLK MSCI EQUITY INDEX FD-HUNGARY | — | — | — | $1K | <0.1% | |
| BLK MSCI EQUITY INDEX FUND-EGYPT | — | — | — | $22 | <0.1% |