2023 Form 5500 filing — Transcanada Usa Services Inc. Retiree Benefits Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010164110NAL0036458544001) for Transcanada Usa Services Inc. Retiree Benefits Plan, reported by Transcanada Usa Services Inc. under EIN 98-0460263 and plan number 529. It reports 2,759 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010164110NAL0036458544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transcanada Usa Services Inc.
- EIN
- 98-0460263
- Plan number
- 529
- Location
- Houston, TX
- Participants
- 2,759
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $229,370,694
- Total liabilities (EOY)
- $1,881,599
- Net assets (EOY)
- $227,489,095
- Employer contributions
- $2,231,583
- Participant contributions
- $2,123,749
- Total income / additions
- $22,674,505
- Benefits paid
- $13,016,356
- Administrative expenses
- $2,745,555
- Total expenses
- $15,761,911
- Net increase / (decrease)
- $6,912,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Porter, Wright, Morris & Arthur | NONE | $224,478 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $110,962 | not reported in the loaded dataset |
| Northern Trust | NONE | $99,448 | $0 |
| Hogan Lovells Us Llp | NONE | $51,000 | not reported in the loaded dataset |
| Kpmg | NONE | $31,951 | not reported in the loaded dataset |
| Mercer | NONE | $24,946 | not reported in the loaded dataset |
| Alight | NONE | $24,500 | not reported in the loaded dataset |