2023 Form 5500 filing — Enbridge Employee Services, Inc. Employees' Pension 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 20241011150351NAL0022136289001) for Enbridge Employee Services, Inc. Employees' Pension Plan, reported by Enbridge Employee Services, Inc. under EIN 76-0697621 and plan number 002. It reports 7,770 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150351NAL0022136289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Enbridge Employee Services, Inc.
- EIN
- 76-0697621
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 7,770
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $875,210,000
- Total liabilities (EOY)
- $454,000
- Net assets (EOY)
- $874,756,000
- Total income / additions
- $87,403,000
- Benefits paid
- $51,926,000
- Administrative expenses
- $6,409,000
- Total expenses
- $58,335,000
- Net increase / (decrease)
- $29,068,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Tower Watson Us LLC | NONE | $903,000 | not reported in the loaded dataset |
| Global Infrastructure Management | NONE | $616,000 | not reported in the loaded dataset |
| Brookfield Strategic | NONE | $592,000 | not reported in the loaded dataset |
| Blackrock | NONE | $458,000 | not reported in the loaded dataset |
| Warren Equity Partners, LLC | NONE | $328,000 | not reported in the loaded dataset |
| Cambridge Associates | NONE | $280,000 | not reported in the loaded dataset |
| Mercer Us Inc. | NONE | $264,000 | not reported in the loaded dataset |
| Brandes Investment Partners,L.P. | NONE | $188,000 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $186,000 | not reported in the loaded dataset |
| Brighton Park Capital | NONE | $184,000 | not reported in the loaded dataset |
| Great Hill Partners, Lp. | NONE | $183,000 | not reported in the loaded dataset |
| Luminate Capital Management, LLC | NONE | $168,000 | not reported in the loaded dataset |
| Level Equity | NONE | $166,000 | not reported in the loaded dataset |
| Tenex Capital Management Lp | NONE | $157,000 | not reported in the loaded dataset |
| Kps Capital Partners, Lp | NONE | $157,000 | not reported in the loaded dataset |
| Centana Growth Partners | NONE | $139,000 | not reported in the loaded dataset |
| Core Industrial Partners | NONE | $97,000 | not reported in the loaded dataset |
| Connor, Clark & Lunn Investment | NONE | $88,000 | not reported in the loaded dataset |
| Parthenon Capital | NONE | $76,000 | not reported in the loaded dataset |
| Peak Rock Capital LLC | NONE | $60,000 | not reported in the loaded dataset |
| Hillsdale Investment Management Inc | NONE | $57,000 | not reported in the loaded dataset |
| Kpmg | NONE | $19,000 | not reported in the loaded dataset |
| Evestment Alliance, LLC | NONE | $13,000 | not reported in the loaded dataset |
| Preqin, Inc. | NONE | $10,000 | not reported in the loaded dataset |
| Haynes And Boone | NONE | $9,000 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, N.A. | NONE | $9,000 | not reported in the loaded dataset |