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NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 401k Plan overview

Plan NameNATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN
Plan identification number 003

NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONAL GRID USA SERVICE COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL GRID USA SERVICE COMPANY, INC.
Employer identification number (EIN):041663150
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-04-01
0032021-04-01
0032020-04-01
0032019-04-01
0032018-04-01
0032017-04-01CHARLES DEROSA
0032016-04-01CHARLES DEROSA
0032015-04-01CHARLES DEROSA
0032014-04-01CHARLES DEROSA
0032013-04-01LORRAINE LYNCH
0032012-04-01CHARLES DEROSA
0032011-04-01CHARLES DEROSA
0032010-04-01LORRAINE LYNCH
0032009-04-01LORRAINE LYNCH

Plan Statistics for NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN

401k plan membership statisitcs for NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN

Measure Date Value
2023: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2023 401k membership
Market value of plan assets2023-03-312,910,508,614
Acturial value of plan assets2023-03-312,767,249,083
Funding target for retired participants and beneficiaries receiving payment2023-03-311,258,846,829
Number of terminated vested participants2023-03-311,978
Fundng target for terminated vested participants2023-03-31183,046,167
Active participant vested funding target2023-03-31621,508,125
Number of active participants2023-03-312,410
Total funding liabilities for active participants2023-03-31650,388,605
Total participant count2023-03-3110,527
Total funding target for all participants2023-03-312,092,281,601
Balance at beginning of prior year after applicable adjustments2023-03-313,837,227
Prefunding balance at beginning of prior year after applicable adjustments2023-03-31471,287,506
Carryover balanced portion elected for use to offset prior years funding requirement2023-03-310
Prefunding balanced used to offset prior years funding requirement2023-03-310
Amount remaining of carryover balance2023-03-313,837,227
Amount remaining of prefunding balance2023-03-31471,287,506
Present value of excess contributions2023-03-3163,148,328
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-03-3166,665,690
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-03-3166,665,690
Reductions in caryover balances due to elections or deemed elections2023-03-314,065,926
Reductions in prefunding balances due to elections or deemed elections2023-03-3141,934,074
Balance of carryovers at beginning of current year2023-03-310
Balance of prefunding at beginning of current year2023-03-31524,107,857
Total employer contributions2023-03-3121,855,000
Total employee contributions2023-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-03-310
Contributions made to avoid restrictions adjusted to valuation date2023-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-03-3121,338,151
Unpaid minimum required contributions for all prior years2023-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-03-310
Remaining amount of unpaid minimum required contributions2023-03-310
Minimum required contributions for current year target normal cost2023-03-3136,234,001
Net shortfall amortization installment of oustanding balance2023-03-310
Waiver amortization installment2023-03-310
Total funding amount beforereflecting carryover/prefunding balances2023-03-310
Additional cash requirement2023-03-310
Contributions allocatedtoward minimum required contributions for current year2023-03-3121,338,151
Unpaid minimum required contributions for current year2023-03-310
Unpaid minimum required contributions for all years2023-03-310
2022: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-0110,252
Total number of active participants reported on line 7a of the Form 55002022-04-011,784
Number of retired or separated participants receiving benefits2022-04-013,668
Number of other retired or separated participants entitled to future benefits2022-04-011,339
Total of all active and inactive participants2022-04-016,791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-01958
Total participants2022-04-017,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
Market value of plan assets2022-03-312,805,717,511
Acturial value of plan assets2022-03-312,558,208,857
Funding target for retired participants and beneficiaries receiving payment2022-03-311,182,791,981
Number of terminated vested participants2022-03-312,077
Fundng target for terminated vested participants2022-03-31179,438,140
Active participant vested funding target2022-03-31627,632,249
Number of active participants2022-03-312,617
Total funding liabilities for active participants2022-03-31659,093,427
Total participant count2022-03-3110,842
Total funding target for all participants2022-03-312,021,323,548
Balance at beginning of prior year after applicable adjustments2022-03-3160,616,578
Prefunding balance at beginning of prior year after applicable adjustments2022-03-31374,985,895
Carryover balanced portion elected for use to offset prior years funding requirement2022-03-310
Prefunding balanced used to offset prior years funding requirement2022-03-310
Amount remaining of carryover balance2022-03-3160,616,578
Amount remaining of prefunding balance2022-03-31374,985,895
Present value of excess contributions2022-03-317,905,400
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-03-318,329,920
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-03-318,329,920
Reductions in caryover balances due to elections or deemed elections2022-03-3171,000,000
Reductions in prefunding balances due to elections or deemed elections2022-03-310
Balance of carryovers at beginning of current year2022-03-313,837,227
Balance of prefunding at beginning of current year2022-03-31471,287,506
Total employer contributions2022-03-3164,816,750
Total employee contributions2022-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-03-310
Contributions made to avoid restrictions adjusted to valuation date2022-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-03-3163,148,328
Liquidity shortfalls end of Q12022-03-310
Liquidity shortfalls end of Q22022-03-310
Liquidity shortfalls end of Q32022-03-310
Liquidity shortfalls end of Q42022-03-310
Unpaid minimum required contributions for all prior years2022-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-03-310
Remaining amount of unpaid minimum required contributions2022-03-310
Minimum required contributions for current year target normal cost2022-03-3137,377,226
Net shortfall amortization installment of oustanding balance2022-03-310
Waiver amortization installment2022-03-310
Total funding amount beforereflecting carryover/prefunding balances2022-03-310
Carryover balance elected to use to offset funding requirement2022-03-310
Prefunding balance elected to use to offset funding requirement2022-03-310
Additional cash requirement2022-03-310
Contributions allocatedtoward minimum required contributions for current year2022-03-3163,148,328
Unpaid minimum required contributions for current year2022-03-310
Unpaid minimum required contributions for all years2022-03-310
2021: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-0110,547
Total number of active participants reported on line 7a of the Form 55002021-04-012,513
Number of retired or separated participants receiving benefits2021-04-014,744
Number of other retired or separated participants entitled to future benefits2021-04-011,666
Total of all active and inactive participants2021-04-018,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-011,329
Total participants2021-04-0110,252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-012
Market value of plan assets2021-03-312,340,546,684
Acturial value of plan assets2021-03-312,394,723,322
Funding target for retired participants and beneficiaries receiving payment2021-03-311,162,708,445
Number of terminated vested participants2021-03-311,903
Fundng target for terminated vested participants2021-03-31186,559,315
Active participant vested funding target2021-03-31629,186,971
Number of active participants2021-03-312,910
Total funding liabilities for active participants2021-03-31664,531,765
Total participant count2021-03-3110,982
Total funding target for all participants2021-03-312,013,799,525
Balance at beginning of prior year after applicable adjustments2021-03-3158,702,865
Prefunding balance at beginning of prior year after applicable adjustments2021-03-31352,642,066
Carryover balanced portion elected for use to offset prior years funding requirement2021-03-310
Prefunding balanced used to offset prior years funding requirement2021-03-310
Amount remaining of carryover balance2021-03-3158,702,865
Amount remaining of prefunding balance2021-03-31352,642,066
Present value of excess contributions2021-03-3110,280,229
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-03-3110,847,698
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-03-3110,847,698
Reductions in caryover balances due to elections or deemed elections2021-03-310
Reductions in prefunding balances due to elections or deemed elections2021-03-310
Balance of carryovers at beginning of current year2021-03-3160,616,578
Balance of prefunding at beginning of current year2021-03-31374,985,895
Total employer contributions2021-03-3146,226,000
Total employee contributions2021-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-03-310
Contributions made to avoid restrictions adjusted to valuation date2021-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-03-3145,030,231
Liquidity shortfalls end of Q12021-03-310
Liquidity shortfalls end of Q22021-03-310
Liquidity shortfalls end of Q32021-03-310
Liquidity shortfalls end of Q42021-03-310
Unpaid minimum required contributions for all prior years2021-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-03-310
Remaining amount of unpaid minimum required contributions2021-03-310
Minimum required contributions for current year target normal cost2021-03-3137,124,831
Net shortfall amortization installment of oustanding balance2021-03-310
Waiver amortization installment2021-03-310
Total funding amount beforereflecting carryover/prefunding balances2021-03-3137,124,831
Carryover balance elected to use to offset funding requirement2021-03-310
Additional cash requirement2021-03-3137,124,831
Contributions allocatedtoward minimum required contributions for current year2021-03-3145,030,231
Unpaid minimum required contributions for current year2021-03-310
Unpaid minimum required contributions for all years2021-03-310
2020: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-0110,775
Total number of active participants reported on line 7a of the Form 55002020-04-012,695
Number of retired or separated participants receiving benefits2020-04-014,678
Number of other retired or separated participants entitled to future benefits2020-04-011,815
Total of all active and inactive participants2020-04-019,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-011,359
Total participants2020-04-0110,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
Market value of plan assets2020-03-312,337,526,979
Acturial value of plan assets2020-03-312,334,116,195
Funding target for retired participants and beneficiaries receiving payment2020-03-311,114,963,162
Number of terminated vested participants2020-03-312,110
Fundng target for terminated vested participants2020-03-31180,782,745
Active participant vested funding target2020-03-31608,362,963
Number of active participants2020-03-312,900
Total funding liabilities for active participants2020-03-31647,634,708
Total participant count2020-03-3111,157
Total funding target for all participants2020-03-311,943,380,615
Balance at beginning of prior year after applicable adjustments2020-03-3155,987,473
Prefunding balance at beginning of prior year after applicable adjustments2020-03-31304,711,064
Carryover balanced portion elected for use to offset prior years funding requirement2020-03-310
Prefunding balanced used to offset prior years funding requirement2020-03-310
Amount remaining of carryover balance2020-03-3155,987,473
Amount remaining of prefunding balance2020-03-31304,711,064
Present value of excess contributions2020-03-3131,364,726
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-03-3133,152,515
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-03-3133,152,515
Reductions in caryover balances due to elections or deemed elections2020-03-310
Reductions in prefunding balances due to elections or deemed elections2020-03-310
Balance of carryovers at beginning of current year2020-03-3158,702,865
Balance of prefunding at beginning of current year2020-03-31352,642,066
Total employer contributions2020-03-3145,981,000
Total employee contributions2020-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-03-310
Contributions made to avoid restrictions adjusted to valuation date2020-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-03-3144,673,023
Liquidity shortfalls end of Q12020-03-310
Liquidity shortfalls end of Q22020-03-310
Liquidity shortfalls end of Q32020-03-310
Liquidity shortfalls end of Q42020-03-310
Unpaid minimum required contributions for all prior years2020-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-03-310
Remaining amount of unpaid minimum required contributions2020-03-310
Minimum required contributions for current year target normal cost2020-03-3134,392,794
Net shortfall amortization installment of oustanding balance2020-03-310
Total funding amount beforereflecting carryover/prefunding balances2020-03-3134,392,794
Additional cash requirement2020-03-3134,392,794
Contributions allocatedtoward minimum required contributions for current year2020-03-3144,673,023
Unpaid minimum required contributions for current year2020-03-310
Unpaid minimum required contributions for all years2020-03-310
2019: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-0111,030
Total number of active participants reported on line 7a of the Form 55002019-04-012,842
Number of retired or separated participants receiving benefits2019-04-014,697
Number of other retired or separated participants entitled to future benefits2019-04-011,869
Total of all active and inactive participants2019-04-019,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-011,367
Total participants2019-04-0110,775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-012
Market value of plan assets2019-03-312,275,221,020
Acturial value of plan assets2019-03-312,208,128,782
Funding target for retired participants and beneficiaries receiving payment2019-03-311,099,082,051
Number of terminated vested participants2019-03-319,511
Fundng target for terminated vested participants2019-03-31177,478,741
Active participant vested funding target2019-03-31571,221,878
Number of active participants2019-03-313,024
Total funding liabilities for active participants2019-03-31615,777,574
Total participant count2019-03-3130,196
Total funding target for all participants2019-03-311,892,338,366
Balance at beginning of prior year after applicable adjustments2019-03-31173,674,629
Prefunding balance at beginning of prior year after applicable adjustments2019-03-31277,035,243
Carryover balanced portion elected for use to offset prior years funding requirement2019-03-3117,308,166
Prefunding balanced used to offset prior years funding requirement2019-03-310
Amount remaining of carryover balance2019-03-31156,366,463
Amount remaining of prefunding balance2019-03-31277,035,243
Present value of excess contributions2019-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-03-310
Reductions in caryover balances due to elections or deemed elections2019-03-31116,000,000
Balance of carryovers at beginning of current year2019-03-3155,987,473
Balance of prefunding at beginning of current year2019-03-31304,711,064
Total employer contributions2019-03-3166,431,000
Total employee contributions2019-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-03-310
Contributions made to avoid restrictions adjusted to valuation date2019-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-03-3164,457,776
Liquidity shortfalls end of Q12019-03-310
Liquidity shortfalls end of Q22019-03-310
Liquidity shortfalls end of Q32019-03-310
Liquidity shortfalls end of Q42019-03-310
Unpaid minimum required contributions for all prior years2019-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-03-310
Remaining amount of unpaid minimum required contributions2019-03-310
Minimum required contributions for current year target normal cost2019-03-3133,093,050
Net shortfall amortization installment of oustanding balance2019-03-310
Waiver amortization installment2019-03-310
Total funding amount beforereflecting carryover/prefunding balances2019-03-3133,093,050
Carryover balance elected to use to offset funding requirement2019-03-310
Prefunding balance elected to use to offset funding requirement2019-03-310
Additional cash requirement2019-03-3133,093,050
Contributions allocatedtoward minimum required contributions for current year2019-03-3164,457,776
Unpaid minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for all years2019-03-310
2018: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-0111,180
Total number of active participants reported on line 7a of the Form 55002018-04-013,003
Number of retired or separated participants receiving benefits2018-04-014,663
Number of other retired or separated participants entitled to future benefits2018-04-011,964
Total of all active and inactive participants2018-04-019,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-011,400
Total participants2018-04-0111,030
Number of participants with account balances2018-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0110
Market value of plan assets2018-03-312,158,104,695
Acturial value of plan assets2018-03-312,162,149,770
Funding target for retired participants and beneficiaries receiving payment2018-03-311,007,914,939
Number of terminated vested participants2018-03-312,118
Fundng target for terminated vested participants2018-03-31168,121,441
Active participant vested funding target2018-03-31543,000,347
Number of active participants2018-03-313,218
Total funding liabilities for active participants2018-03-31592,667,046
Total participant count2018-03-3111,514
Total funding target for all participants2018-03-311,768,703,426
Balance at beginning of prior year after applicable adjustments2018-03-31158,853,589
Prefunding balance at beginning of prior year after applicable adjustments2018-03-31191,687,807
Carryover balanced portion elected for use to offset prior years funding requirement2018-03-310
Prefunding balanced used to offset prior years funding requirement2018-03-310
Amount remaining of carryover balance2018-03-31158,853,589
Amount remaining of prefunding balance2018-03-31191,687,807
Present value of excess contributions2018-03-3163,602,304
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-03-3167,462,964
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-03-3167,462,964
Reductions in caryover balances due to elections or deemed elections2018-03-310
Reductions in prefunding balances due to elections or deemed elections2018-03-310
Balance of carryovers at beginning of current year2018-03-31173,674,629
Balance of prefunding at beginning of current year2018-03-31277,035,243
Total employer contributions2018-03-3117,481,250
Total employee contributions2018-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-03-310
Contributions made to avoid restrictions adjusted to valuation date2018-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-03-3116,666,237
Unpaid minimum required contributions for all prior years2018-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-03-310
Remaining amount of unpaid minimum required contributions2018-03-310
Minimum required contributions for current year target normal cost2018-03-3133,974,403
Net shortfall amortization installment of oustanding balance2018-03-310
Waiver amortization installment2018-03-310
Total funding amount beforereflecting carryover/prefunding balances2018-03-3133,974,403
Carryover balance elected to use to offset funding requirement2018-03-3117,308,166
Prefunding balance elected to use to offset funding requirement2018-03-310
Additional cash requirement2018-03-3116,666,237
Contributions allocatedtoward minimum required contributions for current year2018-03-3116,666,237
Unpaid minimum required contributions for current year2018-03-310
Unpaid minimum required contributions for all years2018-03-310
2017: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0111,290
Total number of active participants reported on line 7a of the Form 55002017-04-013,137
Number of retired or separated participants receiving benefits2017-04-014,693
Number of other retired or separated participants entitled to future benefits2017-04-011,996
Total of all active and inactive participants2017-04-019,826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-011,354
Total participants2017-04-0111,180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-011
Market value of plan assets2017-03-312,015,237,338
Acturial value of plan assets2017-03-312,078,176,983
Funding target for retired participants and beneficiaries receiving payment2017-03-31968,943,373
Number of terminated vested participants2017-03-312,027
Fundng target for terminated vested participants2017-03-31156,867,017
Active participant vested funding target2017-03-31515,339,335
Number of active participants2017-03-313,376
Total funding liabilities for active participants2017-03-31568,003,536
Total participant count2017-03-3111,565
Total funding target for all participants2017-03-311,693,813,926
Balance at beginning of prior year after applicable adjustments2017-03-31158,758,334
Prefunding balance at beginning of prior year after applicable adjustments2017-03-31122,498,941
Carryover balanced portion elected for use to offset prior years funding requirement2017-03-310
Prefunding balanced used to offset prior years funding requirement2017-03-310
Amount remaining of carryover balance2017-03-31158,758,334
Amount remaining of prefunding balance2017-03-31122,498,941
Present value of excess contributions2017-03-3165,043,635
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-3169,115,367
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-03-3169,115,367
Reductions in caryover balances due to elections or deemed elections2017-03-310
Reductions in prefunding balances due to elections or deemed elections2017-03-310
Balance of carryovers at beginning of current year2017-03-31158,853,589
Balance of prefunding at beginning of current year2017-03-31191,687,807
Total employer contributions2017-03-3168,670,750
Total employee contributions2017-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-3163,602,304
Unpaid minimum required contributions for all prior years2017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-3131,119,279
Net shortfall amortization installment of oustanding balance2017-03-310
Waiver amortization installment2017-03-310
Total funding amount beforereflecting carryover/prefunding balances2017-03-310
Additional cash requirement2017-03-310
Contributions allocatedtoward minimum required contributions for current year2017-03-3163,602,304
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310
2016: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-0111,478
Total number of active participants reported on line 7a of the Form 55002016-04-013,184
Number of retired or separated participants receiving benefits2016-04-014,609
Number of other retired or separated participants entitled to future benefits2016-04-012,112
Total of all active and inactive participants2016-04-019,905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-011,385
Total participants2016-04-0111,290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-016
2015: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-0111,684
Total number of active participants reported on line 7a of the Form 55002015-04-013,334
Number of retired or separated participants receiving benefits2015-04-014,655
Number of other retired or separated participants entitled to future benefits2015-04-012,026
Total of all active and inactive participants2015-04-0110,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-011,463
Total participants2015-04-0111,478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-0119
2014: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0111,988
Total number of active participants reported on line 7a of the Form 55002014-04-013,476
Number of retired or separated participants receiving benefits2014-04-014,713
Number of other retired or separated participants entitled to future benefits2014-04-012,105
Total of all active and inactive participants2014-04-0110,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-011,390
Total participants2014-04-0111,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-0120
2013: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0112,228
Total number of active participants reported on line 7a of the Form 55002013-04-013,628
Number of retired or separated participants receiving benefits2013-04-014,715
Number of other retired or separated participants entitled to future benefits2013-04-012,225
Total of all active and inactive participants2013-04-0110,568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-011,420
Total participants2013-04-0111,988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-0126
2012: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0112,349
Total number of active participants reported on line 7a of the Form 55002012-04-013,702
Number of retired or separated participants receiving benefits2012-04-014,707
Number of other retired or separated participants entitled to future benefits2012-04-012,421
Total of all active and inactive participants2012-04-0110,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-011,398
Total participants2012-04-0112,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-0130
2011: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0112,661
Total number of active participants reported on line 7a of the Form 55002011-04-013,817
Number of retired or separated participants receiving benefits2011-04-014,845
Number of other retired or separated participants entitled to future benefits2011-04-012,347
Total of all active and inactive participants2011-04-0111,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-011,340
Total participants2011-04-0112,349
2010: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-0112,699
Total number of active participants reported on line 7a of the Form 55002010-04-014,222
Number of retired or separated participants receiving benefits2010-04-014,863
Number of other retired or separated participants entitled to future benefits2010-04-012,323
Total of all active and inactive participants2010-04-0111,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-011,253
Total participants2010-04-0112,661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-0168
2009: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0112,598
Total number of active participants reported on line 7a of the Form 55002009-04-014,297
Number of retired or separated participants receiving benefits2009-04-014,879
Number of other retired or separated participants entitled to future benefits2009-04-012,269
Total of all active and inactive participants2009-04-0111,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-011,254
Total participants2009-04-0112,699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-0117

Financial Data on NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN

Measure Date Value
2023 : NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-121,525,417
Total unrealized appreciation/depreciation of assets2023-03-31$-121,525,417
Total transfer of assets from this plan2023-03-31$600,181,793
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$98,723,527
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$131,990,652
Total income from all sources (including contributions)2023-03-31$-305,937,481
Total loss/gain on sale of assets2023-03-31$-52,101,823
Total of all expenses incurred2023-03-31$116,712,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$109,059,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$21,855,000
Value of total assets at end of year2023-03-31$2,075,564,620
Value of total assets at beginning of year2023-03-31$3,131,663,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$7,653,637
Total interest from all sources2023-03-31$34,217,747
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$12,379,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$11,453,841
Administrative expenses professional fees incurred2023-03-31$247,547
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-03-31$4,892,211
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-03-31$6,104,357
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$25,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Assets. Other investments not covered elsewhere at end of year2023-03-31$89,045,720
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$125,597,920
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$49,384,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$21,928,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$97,801,803
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$130,860,264
Other income not declared elsewhere2023-03-31$-24,759,983
Administrative expenses (other) incurred2023-03-31$3,754,342
Liabilities. Value of operating payables at end of year2023-03-31$921,724
Liabilities. Value of operating payables at beginning of year2023-03-31$1,130,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-422,650,169
Value of net assets at end of year (total assets less liabilities)2023-03-31$1,976,841,093
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$2,999,673,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Assets. partnership/joint venture interests at end of year2023-03-31$457,581,996
Assets. partnership/joint venture interests at beginning of year2023-03-31$468,332,307
Investment advisory and management fees2023-03-31$3,651,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$249,550,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$400,205,817
Interest earned on other investments2023-03-31$5,975,701
Income. Interest from US Government securities2023-03-31$866,237
Income. Interest from corporate debt instruments2023-03-31$27,302,544
Value of interest in common/collective trusts at end of year2023-03-31$365,090,153
Value of interest in common/collective trusts at beginning of year2023-03-31$1,226,184,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$6,762,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$28,975,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$28,975,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$73,265
Assets. Value of investments in 103.12 investment entities at end of year2023-03-31$78,272,027
Assets. Value of investments in 103.12 investment entities at beginning of year2023-03-31$99,068,752
Asset value of US Government securities at end of year2023-03-31$89,110,570
Asset value of US Government securities at beginning of year2023-03-31$82,228,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-47,045,331
Net investment gain or loss from common/collective trusts2023-03-31$-119,180,150
Net gain/loss from 103.12 investment entities2023-03-31$-9,776,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$21,855,000
Income. Dividends from preferred stock2023-03-31$34,725
Income. Dividends from common stock2023-03-31$890,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$109,059,051
Asset. Corporate debt instrument preferred debt at end of year2023-03-31$192,368,386
Asset. Corporate debt instrument preferred debt at beginning of year2023-03-31$167,066,431
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$433,611,644
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$402,260,584
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$59,894,180
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$103,711,329
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$995,764,329
Aggregate carrying amount (costs) on sale of assets2023-03-31$1,047,866,152
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-03-31410746479
2022 : NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$28,894,197
Total unrealized appreciation/depreciation of assets2022-03-31$28,894,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$131,990,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$240,022,529
Total income from all sources (including contributions)2022-03-31$239,643,716
Total loss/gain on sale of assets2022-03-31$51,391,262
Total of all expenses incurred2022-03-31$133,282,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$122,214,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$64,816,750
Value of total assets at end of year2022-03-31$3,131,663,707
Value of total assets at beginning of year2022-03-31$3,133,334,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$11,067,932
Total interest from all sources2022-03-31$28,228,580
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$14,727,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$13,217,156
Administrative expenses professional fees incurred2022-03-31$291,945
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-03-31$6,104,357
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-03-31$5,711,794
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$25,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Assets. Other investments not covered elsewhere at end of year2022-03-31$125,597,920
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$123,788,977
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$21,928,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$55,463,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$130,860,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$238,910,065
Other income not declared elsewhere2022-03-31$6,860,422
Administrative expenses (other) incurred2022-03-31$6,467,226
Liabilities. Value of operating payables at end of year2022-03-31$1,130,388
Liabilities. Value of operating payables at beginning of year2022-03-31$1,112,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$106,361,060
Value of net assets at end of year (total assets less liabilities)2022-03-31$2,999,673,055
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$2,893,311,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Assets. partnership/joint venture interests at end of year2022-03-31$468,332,307
Assets. partnership/joint venture interests at beginning of year2022-03-31$414,600,477
Investment advisory and management fees2022-03-31$4,308,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$400,205,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$435,772,717
Interest earned on other investments2022-03-31$5,536,960
Income. Interest from US Government securities2022-03-31$1,009,251
Income. Interest from corporate debt instruments2022-03-31$21,488,997
Value of interest in common/collective trusts at end of year2022-03-31$1,226,184,260
Value of interest in common/collective trusts at beginning of year2022-03-31$1,013,157,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$28,975,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$7,649,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$7,649,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$193,372
Assets. Value of investments in 103.12 investment entities at end of year2022-03-31$99,068,752
Assets. Value of investments in 103.12 investment entities at beginning of year2022-03-31$118,592,173
Asset value of US Government securities at end of year2022-03-31$82,228,332
Asset value of US Government securities at beginning of year2022-03-31$242,107,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-33,711,178
Net investment gain or loss from common/collective trusts2022-03-31$67,472,226
Net gain/loss from 103.12 investment entities2022-03-31$10,964,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31Yes
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$64,816,750
Income. Dividends from preferred stock2022-03-31$60,800
Income. Dividends from common stock2022-03-31$1,449,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$122,214,724
Asset. Corporate debt instrument preferred debt at end of year2022-03-31$167,066,431
Asset. Corporate debt instrument preferred debt at beginning of year2022-03-31$169,106,792
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$402,260,584
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$384,137,513
Assets. Corporate common stocks other than exployer securities at end of year2022-03-31$103,711,329
Assets. Corporate common stocks other than exployer securities at beginning of year2022-03-31$163,245,945
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$2,282,803,072
Aggregate carrying amount (costs) on sale of assets2022-03-31$2,231,411,810
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-03-31410746479
2021 : NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$127,308,311
Total unrealized appreciation/depreciation of assets2021-03-31$127,308,311
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$240,022,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$292,144,813
Total income from all sources (including contributions)2021-03-31$624,777,086
Total loss/gain on sale of assets2021-03-31$25,690,677
Total of all expenses incurred2021-03-31$126,271,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$117,749,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$46,226,000
Value of total assets at end of year2021-03-31$3,133,334,524
Value of total assets at beginning of year2021-03-31$2,686,950,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$8,522,050
Total interest from all sources2021-03-31$27,073,893
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$12,162,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$10,178,605
Administrative expenses professional fees incurred2021-03-31$108,192
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-03-31$5,711,794
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-03-31$4,794,168
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$25,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Assets. Other investments not covered elsewhere at end of year2021-03-31$123,788,977
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$92,626,836
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$55,463,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$110,534,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$238,910,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$291,037,730
Other income not declared elsewhere2021-03-31$36,461,735
Administrative expenses (other) incurred2021-03-31$4,139,643
Liabilities. Value of operating payables at end of year2021-03-31$1,112,464
Liabilities. Value of operating payables at beginning of year2021-03-31$1,107,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$498,505,846
Value of net assets at end of year (total assets less liabilities)2021-03-31$2,893,311,995
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$2,394,806,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Assets. partnership/joint venture interests at end of year2021-03-31$414,600,477
Assets. partnership/joint venture interests at beginning of year2021-03-31$372,960,270
Investment advisory and management fees2021-03-31$4,274,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$435,772,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$299,615,474
Interest earned on other investments2021-03-31$5,350,480
Income. Interest from US Government securities2021-03-31$1,366,365
Income. Interest from corporate debt instruments2021-03-31$20,347,730
Value of interest in common/collective trusts at end of year2021-03-31$1,013,157,293
Value of interest in common/collective trusts at beginning of year2021-03-31$846,355,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$7,649,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$8,859,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$8,859,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$9,318
Assets. Value of investments in 103.12 investment entities at end of year2021-03-31$118,592,173
Assets. Value of investments in 103.12 investment entities at beginning of year2021-03-31$95,703,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$3,506,895
Asset value of US Government securities at end of year2021-03-31$242,107,688
Asset value of US Government securities at beginning of year2021-03-31$305,847,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$97,108,665
Net investment gain or loss from common/collective trusts2021-03-31$232,100,466
Net gain/loss from 103.12 investment entities2021-03-31$20,644,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$46,226,000
Income. Dividends from common stock2021-03-31$1,984,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$117,749,190
Asset. Corporate debt instrument preferred debt at end of year2021-03-31$169,106,792
Asset. Corporate debt instrument preferred debt at beginning of year2021-03-31$169,636,859
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$384,137,513
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$251,209,495
Assets. Corporate common stocks other than exployer securities at end of year2021-03-31$163,245,945
Assets. Corporate common stocks other than exployer securities at beginning of year2021-03-31$125,300,462
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$17,661,422,663
Aggregate carrying amount (costs) on sale of assets2021-03-31$17,635,731,986
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-03-31410746479
2020 : NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$-26,583,071
Total unrealized appreciation/depreciation of assets2020-03-31$-26,583,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$292,144,813
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$133,622,738
Total income from all sources (including contributions)2020-03-31$112,629,352
Total loss/gain on sale of assets2020-03-31$45,702,720
Total of all expenses incurred2020-03-31$124,442,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$116,170,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$45,981,000
Value of total assets at end of year2020-03-31$2,686,950,962
Value of total assets at beginning of year2020-03-31$2,540,241,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$8,271,871
Total interest from all sources2020-03-31$27,707,284
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$14,308,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$12,062,816
Administrative expenses professional fees incurred2020-03-31$82,556
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-03-31$4,794,168
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-03-31$6,425,616
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$25,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-03-31$0
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Assets. Other investments not covered elsewhere at end of year2020-03-31$92,626,836
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$94,814,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$110,534,608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$40,962,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$291,037,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$132,551,783
Other income not declared elsewhere2020-03-31$-7,050,647
Administrative expenses (other) incurred2020-03-31$4,131,398
Liabilities. Value of operating payables at end of year2020-03-31$1,107,083
Liabilities. Value of operating payables at beginning of year2020-03-31$1,070,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-11,812,883
Value of net assets at end of year (total assets less liabilities)2020-03-31$2,394,806,149
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$2,406,619,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Assets. partnership/joint venture interests at end of year2020-03-31$372,960,270
Assets. partnership/joint venture interests at beginning of year2020-03-31$344,491,491
Investment advisory and management fees2020-03-31$4,057,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$299,615,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$330,351,487
Interest earned on other investments2020-03-31$5,580,618
Income. Interest from US Government securities2020-03-31$2,130,090
Income. Interest from corporate debt instruments2020-03-31$19,996,576
Value of interest in common/collective trusts at end of year2020-03-31$846,355,931
Value of interest in common/collective trusts at beginning of year2020-03-31$829,885,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$8,859,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$2,968,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$2,968,264
Assets. Value of investments in 103.12 investment entities at end of year2020-03-31$95,703,532
Assets. Value of investments in 103.12 investment entities at beginning of year2020-03-31$109,258,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$3,506,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$16,749,675
Asset value of US Government securities at end of year2020-03-31$305,847,247
Asset value of US Government securities at beginning of year2020-03-31$219,599,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-21,622,449
Net investment gain or loss from common/collective trusts2020-03-31$35,577,975
Net gain/loss from 103.12 investment entities2020-03-31$-1,391,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$45,981,000
Income. Dividends from preferred stock2020-03-31$2,309
Income. Dividends from common stock2020-03-31$2,242,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$116,170,364
Asset. Corporate debt instrument preferred debt at end of year2020-03-31$169,636,859
Asset. Corporate debt instrument preferred debt at beginning of year2020-03-31$160,980,044
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$251,209,495
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$250,902,867
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$125,300,462
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$132,850,747
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$7,325,930,985
Aggregate carrying amount (costs) on sale of assets2020-03-31$7,280,228,265
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-03-31410746479
2019 : NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$14,824,659
Total unrealized appreciation/depreciation of assets2019-03-31$14,824,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$133,622,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$151,836,588
Total income from all sources (including contributions)2019-03-31$183,214,338
Total loss/gain on sale of assets2019-03-31$18,162,793
Total of all expenses incurred2019-03-31$120,560,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$113,265,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$67,504,939
Value of total assets at end of year2019-03-31$2,540,241,770
Value of total assets at beginning of year2019-03-31$2,495,802,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$7,294,799
Total interest from all sources2019-03-31$25,858,455
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$12,500,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$9,837,167
Administrative expenses professional fees incurred2019-03-31$104,839
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-03-31$6,425,616
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-03-31$5,784,838
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$25,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Participant contributions at end of year2019-03-31$0
Participant contributions at beginning of year2019-03-31$0
Assets. Other investments not covered elsewhere at end of year2019-03-31$94,814,794
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$102,294,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$40,962,334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$60,275,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$132,551,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$150,505,708
Other income not declared elsewhere2019-03-31$3,966,453
Administrative expenses (other) incurred2019-03-31$2,914,668
Liabilities. Value of operating payables at end of year2019-03-31$1,070,955
Liabilities. Value of operating payables at beginning of year2019-03-31$1,330,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$62,653,587
Value of net assets at end of year (total assets less liabilities)2019-03-31$2,406,619,032
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$2,343,965,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Assets. partnership/joint venture interests at end of year2019-03-31$344,491,491
Assets. partnership/joint venture interests at beginning of year2019-03-31$292,183,174
Investment advisory and management fees2019-03-31$4,275,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$330,351,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$352,948,191
Interest earned on other investments2019-03-31$4,661,969
Income. Interest from US Government securities2019-03-31$1,997,441
Income. Interest from corporate debt instruments2019-03-31$19,162,718
Value of interest in common/collective trusts at end of year2019-03-31$829,885,909
Value of interest in common/collective trusts at beginning of year2019-03-31$806,726,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$2,968,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$4,061,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$4,061,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$36,327
Assets. Value of investments in 103.12 investment entities at end of year2019-03-31$109,258,875
Assets. Value of investments in 103.12 investment entities at beginning of year2019-03-31$113,080,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$16,749,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$17,307,386
Asset value of US Government securities at end of year2019-03-31$219,599,667
Asset value of US Government securities at beginning of year2019-03-31$223,231,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$-6,546,592
Net investment gain or loss from common/collective trusts2019-03-31$42,156,373
Net gain/loss from 103.12 investment entities2019-03-31$4,786,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$67,504,939
Employer contributions (assets) at end of year2019-03-31$0
Employer contributions (assets) at beginning of year2019-03-31$0
Income. Dividends from common stock2019-03-31$2,663,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$113,265,952
Asset. Corporate debt instrument preferred debt at end of year2019-03-31$160,980,044
Asset. Corporate debt instrument preferred debt at beginning of year2019-03-31$126,800,330
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$250,902,867
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$229,297,077
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$132,850,747
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$161,810,384
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$1,771,193,200
Aggregate carrying amount (costs) on sale of assets2019-03-31$1,753,030,407
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-03-31410746479
2018 : NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$21,545,929
Total unrealized appreciation/depreciation of assets2018-03-31$21,545,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$151,836,588
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$26,977,287
Total income from all sources (including contributions)2018-03-31$240,532,661
Total loss/gain on sale of assets2018-03-31$39,657,537
Total of all expenses incurred2018-03-31$117,686,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$110,092,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$20,012,813
Value of total assets at end of year2018-03-31$2,495,802,033
Value of total assets at beginning of year2018-03-31$2,248,096,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$7,594,702
Total interest from all sources2018-03-31$24,229,468
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$15,732,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$12,712,719
Administrative expenses professional fees incurred2018-03-31$916,125
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-03-31$5,784,838
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-03-31$3,756,379
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$25,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Participant contributions at end of year2018-03-31$0
Participant contributions at beginning of year2018-03-31$0
Assets. Other investments not covered elsewhere at end of year2018-03-31$102,294,771
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$69,381,665
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$60,275,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$18,714,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$150,505,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$25,996,758
Other income not declared elsewhere2018-03-31$8,532,034
Administrative expenses (other) incurred2018-03-31$2,097,087
Liabilities. Value of operating payables at end of year2018-03-31$1,330,880
Liabilities. Value of operating payables at beginning of year2018-03-31$980,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$122,845,780
Value of net assets at end of year (total assets less liabilities)2018-03-31$2,343,965,445
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$2,221,119,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Assets. partnership/joint venture interests at end of year2018-03-31$292,183,174
Assets. partnership/joint venture interests at beginning of year2018-03-31$247,590,171
Investment advisory and management fees2018-03-31$4,581,490
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$352,948,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$282,323,144
Interest earned on other investments2018-03-31$4,781,167
Income. Interest from US Government securities2018-03-31$3,424,571
Income. Interest from corporate debt instruments2018-03-31$16,013,064
Value of interest in common/collective trusts at end of year2018-03-31$806,726,595
Value of interest in common/collective trusts at beginning of year2018-03-31$639,553,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$4,061,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$1,998,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$1,998,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$10,666
Assets. Value of investments in 103.12 investment entities at end of year2018-03-31$113,080,399
Assets. Value of investments in 103.12 investment entities at beginning of year2018-03-31$129,472,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$17,307,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$14,455,824
Asset value of US Government securities at end of year2018-03-31$223,231,338
Asset value of US Government securities at beginning of year2018-03-31$283,694,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$19,493,074
Net investment gain or loss from common/collective trusts2018-03-31$82,396,539
Net gain/loss from 103.12 investment entities2018-03-31$8,932,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$20,012,813
Employer contributions (assets) at end of year2018-03-31$0
Employer contributions (assets) at beginning of year2018-03-31$52,443,750
Income. Dividends from common stock2018-03-31$3,020,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$110,092,179
Asset. Corporate debt instrument preferred debt at end of year2018-03-31$126,800,330
Asset. Corporate debt instrument preferred debt at beginning of year2018-03-31$117,968,297
Asset. Corporate debt instrument debt (other) at end of year2018-03-31$229,297,077
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-31$197,903,777
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$161,810,384
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$188,840,243
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$2,378,713,231
Aggregate carrying amount (costs) on sale of assets2018-03-31$2,339,055,694
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-03-31410746479
2017 : NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$19,840,782
Total unrealized appreciation/depreciation of assets2017-03-31$19,840,782
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$26,977,287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$22,378,381
Total income from all sources (including contributions)2017-03-31$268,887,951
Total loss/gain on sale of assets2017-03-31$17,115,341
Total of all expenses incurred2017-03-31$114,595,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$107,483,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$73,189,370
Value of total assets at end of year2017-03-31$2,248,096,952
Value of total assets at beginning of year2017-03-31$2,089,205,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$7,111,113
Total interest from all sources2017-03-31$24,075,743
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$13,185,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$10,237,101
Administrative expenses professional fees incurred2017-03-31$141,574
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-03-31$3,756,379
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-03-31$3,842,180
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$25,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Participant contributions at end of year2017-03-31$0
Participant contributions at beginning of year2017-03-31$0
Assets. Other investments not covered elsewhere at end of year2017-03-31$69,381,665
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$59,093,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$18,714,407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$12,710,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$25,996,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$20,973,922
Other income not declared elsewhere2017-03-31$11,290,733
Administrative expenses (other) incurred2017-03-31$2,322,175
Liabilities. Value of operating payables at end of year2017-03-31$980,529
Liabilities. Value of operating payables at beginning of year2017-03-31$1,404,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$154,292,915
Value of net assets at end of year (total assets less liabilities)2017-03-31$2,221,119,665
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$2,066,826,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Assets. partnership/joint venture interests at end of year2017-03-31$247,590,171
Assets. partnership/joint venture interests at beginning of year2017-03-31$229,856,283
Investment advisory and management fees2017-03-31$4,647,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$282,323,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$249,297,308
Interest earned on other investments2017-03-31$5,273,792
Income. Interest from US Government securities2017-03-31$4,097,590
Income. Interest from corporate debt instruments2017-03-31$14,681,456
Value of interest in common/collective trusts at end of year2017-03-31$639,553,992
Value of interest in common/collective trusts at beginning of year2017-03-31$592,156,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$1,998,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$8,851,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$8,851,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$22,905
Assets. Value of investments in 103.12 investment entities at end of year2017-03-31$129,472,303
Assets. Value of investments in 103.12 investment entities at beginning of year2017-03-31$124,490,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$14,455,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$29,039,248
Asset value of US Government securities at end of year2017-03-31$283,694,715
Asset value of US Government securities at beginning of year2017-03-31$285,130,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$14,796,738
Net investment gain or loss from common/collective trusts2017-03-31$82,503,076
Net gain/loss from 103.12 investment entities2017-03-31$12,891,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$73,189,370
Employer contributions (assets) at end of year2017-03-31$52,443,750
Employer contributions (assets) at beginning of year2017-03-31$48,681,000
Income. Dividends from common stock2017-03-31$2,947,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$107,483,923
Asset. Corporate debt instrument preferred debt at end of year2017-03-31$117,968,297
Asset. Corporate debt instrument preferred debt at beginning of year2017-03-31$101,486,445
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$197,903,777
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$170,012,485
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$188,840,243
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$174,557,584
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$542,625,238
Aggregate carrying amount (costs) on sale of assets2017-03-31$525,509,897
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-03-31410746479
2016 : NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-13,491,436
Total unrealized appreciation/depreciation of assets2016-03-31$-13,491,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$22,378,381
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$29,592,804
Total income from all sources (including contributions)2016-03-31$77,883,063
Total loss/gain on sale of assets2016-03-31$7,682,708
Total of all expenses incurred2016-03-31$112,236,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$105,066,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$72,200,166
Value of total assets at end of year2016-03-31$2,089,205,131
Value of total assets at beginning of year2016-03-31$2,130,772,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$7,169,578
Total interest from all sources2016-03-31$23,691,725
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$13,292,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$10,562,338
Administrative expenses professional fees incurred2016-03-31$114,258
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-03-31$3,842,180
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-03-31$4,376,417
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$25,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Participant contributions at end of year2016-03-31$0
Participant contributions at beginning of year2016-03-31$44,366
Assets. Other investments not covered elsewhere at end of year2016-03-31$59,093,007
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$70,837,984
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$12,710,079
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$11,528,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$20,973,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$28,337,974
Other income not declared elsewhere2016-03-31$2,343,878
Administrative expenses (other) incurred2016-03-31$2,983,089
Liabilities. Value of operating payables at end of year2016-03-31$1,404,459
Liabilities. Value of operating payables at beginning of year2016-03-31$1,254,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-34,353,221
Value of net assets at end of year (total assets less liabilities)2016-03-31$2,066,826,750
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$2,101,179,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Assets. partnership/joint venture interests at end of year2016-03-31$229,856,283
Assets. partnership/joint venture interests at beginning of year2016-03-31$213,028,040
Investment advisory and management fees2016-03-31$4,072,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$249,297,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$259,403,233
Value of interest in pooled separate accounts at end of year2016-03-31$0
Value of interest in pooled separate accounts at beginning of year2016-03-31$0
Interest earned on other investments2016-03-31$5,511,071
Income. Interest from US Government securities2016-03-31$4,055,292
Income. Interest from corporate debt instruments2016-03-31$14,114,604
Value of interest in common/collective trusts at end of year2016-03-31$592,156,573
Value of interest in common/collective trusts at beginning of year2016-03-31$589,043,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$8,851,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$4,873,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$4,873,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$10,758
Assets. Value of investments in 103.12 investment entities at end of year2016-03-31$124,490,882
Assets. Value of investments in 103.12 investment entities at beginning of year2016-03-31$124,298,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$29,039,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$26,891,534
Asset value of US Government securities at end of year2016-03-31$285,130,817
Asset value of US Government securities at beginning of year2016-03-31$294,774,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-16,741,734
Net investment gain or loss from common/collective trusts2016-03-31$-5,820,137
Net gain/loss from 103.12 investment entities2016-03-31$-5,274,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$72,200,166
Employer contributions (assets) at end of year2016-03-31$48,681,000
Employer contributions (assets) at beginning of year2016-03-31$70,443,666
Income. Dividends from common stock2016-03-31$2,730,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$105,066,706
Asset. Corporate debt instrument preferred debt at end of year2016-03-31$101,486,445
Asset. Corporate debt instrument preferred debt at beginning of year2016-03-31$107,139,105
Asset. Corporate debt instrument debt (other) at end of year2016-03-31$170,012,485
Asset. Corporate debt instrument debt (other) at beginning of year2016-03-31$175,629,069
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$174,557,584
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$178,460,835
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$425,377,160
Aggregate carrying amount (costs) on sale of assets2016-03-31$417,694,452
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-03-31410746479
2015 : NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$73,295,910
Total unrealized appreciation/depreciation of assets2015-03-31$73,295,910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$29,592,804
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$12,767,741
Total income from all sources (including contributions)2015-03-31$259,629,329
Total loss/gain on sale of assets2015-03-31$33,187,735
Total of all expenses incurred2015-03-31$109,742,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$103,378,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$70,488,032
Value of total assets at end of year2015-03-31$2,130,772,775
Value of total assets at beginning of year2015-03-31$1,964,060,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$6,363,664
Total interest from all sources2015-03-31$23,806,790
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$13,331,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$10,395,106
Administrative expenses professional fees incurred2015-03-31$94,809
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-03-31$4,376,417
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-03-31$0
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$25,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$44,366
Participant contributions at end of year2015-03-31$44,366
Participant contributions at beginning of year2015-03-31$0
Assets. Other investments not covered elsewhere at end of year2015-03-31$70,837,984
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$61,705,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$11,528,369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$6,523,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$28,337,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$11,195,433
Other income not declared elsewhere2015-03-31$-5,132,331
Administrative expenses (other) incurred2015-03-31$2,789,035
Liabilities. Value of operating payables at end of year2015-03-31$1,254,830
Liabilities. Value of operating payables at beginning of year2015-03-31$1,572,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$149,887,129
Value of net assets at end of year (total assets less liabilities)2015-03-31$2,101,179,971
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$1,951,292,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-03-31$70,354
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Assets. partnership/joint venture interests at end of year2015-03-31$213,028,040
Assets. partnership/joint venture interests at beginning of year2015-03-31$193,583,732
Investment advisory and management fees2015-03-31$3,479,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$259,403,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$254,433,776
Value of interest in pooled separate accounts at end of year2015-03-31$0
Value of interest in pooled separate accounts at beginning of year2015-03-31$684,387
Interest earned on other investments2015-03-31$5,327,059
Income. Interest from US Government securities2015-03-31$4,089,701
Income. Interest from corporate debt instruments2015-03-31$14,390,371
Value of interest in common/collective trusts at end of year2015-03-31$589,043,142
Value of interest in common/collective trusts at beginning of year2015-03-31$575,336,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$4,873,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$1,468,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$1,468,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$-341
Assets. Value of investments in 103.12 investment entities at end of year2015-03-31$124,298,686
Assets. Value of investments in 103.12 investment entities at beginning of year2015-03-31$115,833,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$26,891,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$23,905,182
Asset value of US Government securities at end of year2015-03-31$294,774,478
Asset value of US Government securities at beginning of year2015-03-31$236,747,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$6,223,827
Net investment gain or loss from common/collective trusts2015-03-31$37,338,411
Net gain/loss from 103.12 investment entities2015-03-31$7,088,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$70,443,666
Employer contributions (assets) at end of year2015-03-31$70,443,666
Employer contributions (assets) at beginning of year2015-03-31$54,979,000
Income. Dividends from common stock2015-03-31$2,936,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$103,378,536
Asset. Corporate debt instrument preferred debt at end of year2015-03-31$107,139,105
Asset. Corporate debt instrument preferred debt at beginning of year2015-03-31$128,518,069
Asset. Corporate debt instrument debt (other) at end of year2015-03-31$175,629,069
Asset. Corporate debt instrument debt (other) at beginning of year2015-03-31$151,234,039
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$178,460,835
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$159,106,651
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$339,712,401
Aggregate carrying amount (costs) on sale of assets2015-03-31$306,524,666
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-03-31410746479
2014 : NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$35,409,843
Total unrealized appreciation/depreciation of assets2014-03-31$35,409,843
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$12,767,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$23,566,378
Total income from all sources (including contributions)2014-03-31$1,131,852,343
Total loss/gain on sale of assets2014-03-31$5,737,328
Total of all expenses incurred2014-03-31$1,007,188,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$1,000,470,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$58,801,962
Value of total assets at end of year2014-03-31$1,964,060,583
Value of total assets at beginning of year2014-03-31$1,850,195,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$6,718,612
Total interest from all sources2014-03-31$24,007,148
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$12,142,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$9,319,085
Administrative expenses professional fees incurred2014-03-31$145,727
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-03-31$328,515
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$25,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$22,962
Assets. Other investments not covered elsewhere at end of year2014-03-31$61,705,425
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$60,210,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$6,523,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$6,178,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$11,195,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$22,407,890
Other income not declared elsewhere2014-03-31$901,324,980
Administrative expenses (other) incurred2014-03-31$3,310,763
Liabilities. Value of operating payables at end of year2014-03-31$1,572,308
Liabilities. Value of operating payables at beginning of year2014-03-31$1,158,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$124,663,430
Value of net assets at end of year (total assets less liabilities)2014-03-31$1,951,292,842
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$1,826,629,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-03-31$70,354
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Assets. partnership/joint venture interests at end of year2014-03-31$193,583,732
Assets. partnership/joint venture interests at beginning of year2014-03-31$191,819,283
Investment advisory and management fees2014-03-31$3,262,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$254,433,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$198,192,510
Value of interest in pooled separate accounts at end of year2014-03-31$684,387
Value of interest in pooled separate accounts at beginning of year2014-03-31$0
Interest earned on other investments2014-03-31$5,368,249
Income. Interest from US Government securities2014-03-31$4,693,103
Income. Interest from corporate debt instruments2014-03-31$13,917,893
Value of interest in common/collective trusts at end of year2014-03-31$575,336,583
Value of interest in common/collective trusts at beginning of year2014-03-31$504,684,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$1,468,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$436,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$436,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$27,903
Assets. Value of investments in 103.12 investment entities at end of year2014-03-31$115,833,839
Assets. Value of investments in 103.12 investment entities at beginning of year2014-03-31$110,209,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$23,905,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$27,550,009
Asset value of US Government securities at end of year2014-03-31$236,747,403
Asset value of US Government securities at beginning of year2014-03-31$248,285,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$5,963,308
Net investment gain or loss from common/collective trusts2014-03-31$86,406,154
Net gain/loss from 103.12 investment entities2014-03-31$2,059,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$58,779,000
Employer contributions (assets) at end of year2014-03-31$54,979,000
Employer contributions (assets) at beginning of year2014-03-31$91,137,000
Income. Dividends from preferred stock2014-03-31$13,760
Income. Dividends from common stock2014-03-31$2,809,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$1,000,470,301
Asset. Corporate debt instrument preferred debt at end of year2014-03-31$128,518,069
Asset. Corporate debt instrument preferred debt at beginning of year2014-03-31$124,912,846
Asset. Corporate debt instrument debt (other) at end of year2014-03-31$151,234,039
Asset. Corporate debt instrument debt (other) at beginning of year2014-03-31$134,957,868
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$159,106,651
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$151,291,067
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$339,406,162
Aggregate carrying amount (costs) on sale of assets2014-03-31$333,668,834
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-03-31410746479
2013 : NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$42,724,148
Total unrealized appreciation/depreciation of assets2013-03-31$42,724,148
Total transfer of assets from this plan2013-03-31$20,911,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$23,566,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$24,839,028
Total income from all sources (including contributions)2013-03-31$270,484,254
Total loss/gain on sale of assets2013-03-31$19,007,375
Total of all expenses incurred2013-03-31$107,467,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$101,229,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$104,631,087
Value of total assets at end of year2013-03-31$1,850,195,790
Value of total assets at beginning of year2013-03-31$1,709,362,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$6,237,435
Total interest from all sources2013-03-31$24,038,399
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$12,194,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$8,050,812
Administrative expenses professional fees incurred2013-03-31$139,758
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-03-31$328,515
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-03-31$462,636
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$25,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$30,087
Assets. Other investments not covered elsewhere at end of year2013-03-31$60,210,716
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$48,898,014
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$6,178,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$13,102,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$22,407,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$23,341,296
Other income not declared elsewhere2013-03-31$891,084
Administrative expenses (other) incurred2013-03-31$2,455,769
Liabilities. Value of operating payables at end of year2013-03-31$1,158,488
Liabilities. Value of operating payables at beginning of year2013-03-31$1,497,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$163,017,004
Value of net assets at end of year (total assets less liabilities)2013-03-31$1,826,629,412
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$1,684,523,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-03-31$70,354
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Assets. partnership/joint venture interests at end of year2013-03-31$191,819,283
Assets. partnership/joint venture interests at beginning of year2013-03-31$199,526,300
Investment advisory and management fees2013-03-31$3,641,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$198,192,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$174,847,249
Value of interest in pooled separate accounts at end of year2013-03-31$0
Value of interest in pooled separate accounts at beginning of year2013-03-31$1,230,003
Interest earned on other investments2013-03-31$5,887,961
Income. Interest from US Government securities2013-03-31$5,007,241
Income. Interest from corporate debt instruments2013-03-31$13,132,435
Value of interest in common/collective trusts at end of year2013-03-31$504,684,816
Value of interest in common/collective trusts at beginning of year2013-03-31$373,664,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$436,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$1,002,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$1,002,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$10,762
Assets. Value of investments in 103.12 investment entities at end of year2013-03-31$110,209,824
Assets. Value of investments in 103.12 investment entities at beginning of year2013-03-31$100,508,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$27,550,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$30,472,589
Asset value of US Government securities at end of year2013-03-31$248,285,822
Asset value of US Government securities at beginning of year2013-03-31$233,870,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$13,394,448
Net investment gain/loss from pooled separate accounts2013-03-31$-1,228,873
Net investment gain or loss from common/collective trusts2013-03-31$43,373,428
Net gain/loss from 103.12 investment entities2013-03-31$11,459,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$104,601,000
Employer contributions (assets) at end of year2013-03-31$91,137,000
Employer contributions (assets) at beginning of year2013-03-31$84,265,482
Income. Dividends from preferred stock2013-03-31$2,548
Income. Dividends from common stock2013-03-31$4,140,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$101,229,815
Asset. Corporate debt instrument preferred debt at end of year2013-03-31$124,912,846
Asset. Corporate debt instrument preferred debt at beginning of year2013-03-31$116,914,989
Asset. Corporate debt instrument debt (other) at end of year2013-03-31$134,957,868
Asset. Corporate debt instrument debt (other) at beginning of year2013-03-31$113,263,743
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$151,291,067
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$217,332,681
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$663,688,989
Aggregate carrying amount (costs) on sale of assets2013-03-31$644,681,614
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-03-31410746479
2012 : NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$60,510,731
Total unrealized appreciation/depreciation of assets2012-03-31$60,510,731
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$24,839,028
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$19,234,610
Total income from all sources (including contributions)2012-03-31$243,511,456
Total loss/gain on sale of assets2012-03-31$15,306,119
Total of all expenses incurred2012-03-31$104,673,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$99,380,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$99,933,827
Value of total assets at end of year2012-03-31$1,709,362,579
Value of total assets at beginning of year2012-03-31$1,564,919,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$5,292,768
Total interest from all sources2012-03-31$23,556,305
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$10,562,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$6,968,109
Administrative expenses professional fees incurred2012-03-31$112,963
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-03-31$462,636
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-03-31$1,264,172
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$15,000,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$5,539
Assets. Other investments not covered elsewhere at end of year2012-03-31$48,898,014
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$54,040,365
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$13,102,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$8,519,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$23,341,296
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$17,936,280
Other income not declared elsewhere2012-03-31$862,836
Administrative expenses (other) incurred2012-03-31$2,170,758
Liabilities. Value of operating payables at end of year2012-03-31$1,497,732
Liabilities. Value of operating payables at beginning of year2012-03-31$1,298,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$138,838,380
Value of net assets at end of year (total assets less liabilities)2012-03-31$1,684,523,551
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$1,545,685,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-03-31$192,074
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Assets. partnership/joint venture interests at end of year2012-03-31$199,526,300
Assets. partnership/joint venture interests at beginning of year2012-03-31$156,738,159
Investment advisory and management fees2012-03-31$3,009,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$174,847,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$172,655,229
Value of interest in pooled separate accounts at end of year2012-03-31$1,230,003
Value of interest in pooled separate accounts at beginning of year2012-03-31$1,230,003
Interest earned on other investments2012-03-31$5,362,029
Income. Interest from US Government securities2012-03-31$5,712,287
Income. Interest from corporate debt instruments2012-03-31$12,473,774
Value of interest in common/collective trusts at end of year2012-03-31$373,664,916
Value of interest in common/collective trusts at beginning of year2012-03-31$360,747,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$1,002,963
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$387,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$387,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$8,215
Assets. Value of investments in 103.12 investment entities at end of year2012-03-31$100,508,360
Assets. Value of investments in 103.12 investment entities at beginning of year2012-03-31$89,662,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$30,472,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$29,475,684
Asset value of US Government securities at end of year2012-03-31$233,870,164
Asset value of US Government securities at beginning of year2012-03-31$218,153,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$10,306,119
Net investment gain or loss from common/collective trusts2012-03-31$8,580,321
Net gain/loss from 103.12 investment entities2012-03-31$13,892,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$99,928,288
Employer contributions (assets) at end of year2012-03-31$84,265,482
Employer contributions (assets) at beginning of year2012-03-31$52,750,000
Income. Dividends from preferred stock2012-03-31$30,110
Income. Dividends from common stock2012-03-31$3,564,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$99,380,308
Asset. Corporate debt instrument preferred debt at end of year2012-03-31$116,914,989
Asset. Corporate debt instrument preferred debt at beginning of year2012-03-31$109,733,578
Asset. Corporate debt instrument debt (other) at end of year2012-03-31$113,263,743
Asset. Corporate debt instrument debt (other) at beginning of year2012-03-31$95,309,469
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$217,332,681
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$214,251,765
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$558,192,360
Aggregate carrying amount (costs) on sale of assets2012-03-31$542,886,241
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-03-31410746479
2011 : NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$59,143,457
Total unrealized appreciation/depreciation of assets2011-03-31$59,143,457
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$19,234,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$12,320,708
Total income from all sources (including contributions)2011-03-31$235,641,895
Total loss/gain on sale of assets2011-03-31$7,159,059
Total of all expenses incurred2011-03-31$103,714,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$99,133,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$54,754,814
Value of total assets at end of year2011-03-31$1,564,919,781
Value of total assets at beginning of year2011-03-31$1,426,078,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$4,581,107
Total interest from all sources2011-03-31$23,848,169
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$9,478,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$6,202,025
Administrative expenses professional fees incurred2011-03-31$130,810
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$15,000,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$4,814
Assets. Other investments not covered elsewhere at end of year2011-03-31$54,040,365
Assets. Other investments not covered elsewhere at beginning of year2011-03-31$29,119,579
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$8,519,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$39,090,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$17,936,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$11,043,424
Other income not declared elsewhere2011-03-31$354,780
Administrative expenses (other) incurred2011-03-31$880,228
Liabilities. Value of operating payables at end of year2011-03-31$1,298,330
Liabilities. Value of operating payables at beginning of year2011-03-31$1,277,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$131,927,300
Value of net assets at end of year (total assets less liabilities)2011-03-31$1,545,685,171
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$1,413,757,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-03-31$262,428
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Assets. partnership/joint venture interests at end of year2011-03-31$156,738,159
Assets. partnership/joint venture interests at beginning of year2011-03-31$145,239,757
Investment advisory and management fees2011-03-31$3,570,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$172,655,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$74,012,345
Value of interest in pooled separate accounts at end of year2011-03-31$1,230,003
Value of interest in pooled separate accounts at beginning of year2011-03-31$1,230,003
Interest earned on other investments2011-03-31$4,314,267
Income. Interest from US Government securities2011-03-31$6,785,450
Income. Interest from corporate debt instruments2011-03-31$12,741,878
Value of interest in common/collective trusts at end of year2011-03-31$360,747,849
Value of interest in common/collective trusts at beginning of year2011-03-31$425,579,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$387,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$167,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$167,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$6,574
Assets. Value of investments in 103.12 investment entities at end of year2011-03-31$89,662,646
Assets. Value of investments in 103.12 investment entities at beginning of year2011-03-31$23,859,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$29,475,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$21,617,343
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$444,465
Asset value of US Government securities at end of year2011-03-31$218,153,563
Asset value of US Government securities at beginning of year2011-03-31$202,723,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$12,294,242
Net investment gain or loss from common/collective trusts2011-03-31$59,864,404
Net gain/loss from 103.12 investment entities2011-03-31$8,744,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$54,750,000
Employer contributions (assets) at end of year2011-03-31$52,750,000
Employer contributions (assets) at beginning of year2011-03-31$60,000,000
Income. Dividends from preferred stock2011-03-31$77,658
Income. Dividends from common stock2011-03-31$3,198,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$98,689,023
Asset. Corporate debt instrument preferred debt at end of year2011-03-31$109,733,578
Asset. Corporate debt instrument preferred debt at beginning of year2011-03-31$774,027
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$95,309,469
Asset. Corporate debt instrument debt (other) at beginning of year2011-03-31$199,684,293
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$215,515,937
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$202,980,012
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$611,146,029
Aggregate carrying amount (costs) on sale of assets2011-03-31$603,986,970
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-03-31410746749

Form 5500 Responses for NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN

2022: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC2963
Policy instance 1
Insurance contract or identification numberGAC2963
Number of Individuals Covered0
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC2963
Policy instance 1
Insurance contract or identification numberGAC2963
Number of Individuals Covered5762
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC2963
Policy instance 1
Insurance contract or identification numberGAC2963
Number of Individuals Covered5768
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC2963
Policy instance 1
Insurance contract or identification numberGAC2963
Number of Individuals Covered6409
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC2963
Policy instance 1
Insurance contract or identification numberGAC2963
Number of Individuals Covered5890
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC2963
Policy instance 1
Insurance contract or identification numberGAC2963
Number of Individuals Covered5934
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC2963
Policy instance 1
Insurance contract or identification numberGAC2963
Number of Individuals Covered5979
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC2963
Policy instance 1
Insurance contract or identification numberGAC2963
Number of Individuals Covered6066
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC2963
Policy instance 1
Insurance contract or identification numberGAC2963
Number of Individuals Covered6078
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC2963
Policy instance 1
Insurance contract or identification numberGAC2963
Number of Individuals Covered6086
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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