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Original filing (PDF)20260306111453NAL0003148291001
TRANSCANADA USA SERVICES INC.
Form 5500
FILING_RECEIVED
TRANSCANADA USA SERVICES INC. MEDICAL AND RETIREE LIFE INSURANCE BENEFITS PLAN
Health & welfare plan
Signals · 3
Late filing · 3.7 mo96% in single holdingNo recordkeeper disclosed
Active participants
3,112
Accounts w/ balance
—
Plan assets (EOY)
$144.2M
Net assets (EOY)
$126.3M
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)
80
/ 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
85
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.7 months past the 10.5-month grace window.
- Top holding "[DFE: NORTHERN TRUST COMMON ALL COUNTRY WORLD INVESTABLE MARKET INDEX FUND - NON LENDING (extraction pending)]" is 96% of plan.
- 19 bps in Schedule C fees — 92% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSCANADA USA SERVICES INC..
Plan sponsor
Name
TRANSCANADA USA SERVICES INC.
EIN
98-0460263
Address
—
Phone
(877) 669-8111
Industry
Transportation & Warehousingsee all
Plan administrator
Name
TRANSCANADA USA INVESTMENT COMMITTEE
EIN
33-1226091
City
—
Phone
(877) 669-8111
Plan characteristics
Plan number
530
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-06
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $100K | — |
| NORTHERN TRUST | 36-1561860 | — | NONE | $69K | — |
| PORTER, WRIGHT, MORRIS & ARTHUR | 31-4373657 | — | NONE | $67K | — |
| KPMG | — | NEW YORK, NY | NONE | $41K | — |
Investments
2 pooled funds· $41.9M(29% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COMMON ALL CNTRY WLD IND IMI NL NORTHERN TRUST · EIN 26-6411809 / PN 001 | Common Collective Trust | — | — | $40.1M | 27.8% | |
| NT COMMON SHORT-TERM INV FUND NORTHERN TRUST · EIN 36-6452394 / PN 001 | Common Collective Trust | — | — | $1.8M | 1.3% |