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GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 401k Plan overview

Plan NameGROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR
Plan identification number 510

GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision

401k Sponsoring company profile

EVERSOURCE ENERGY SERVICE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:EVERSOURCE ENERGY SERVICE COMPANY
Employer identification number (EIN):060810627
NAIC Classification:221500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5102022-01-01MICHAEL P. SYNAN2023-10-04
5102021-01-01MICHAEL P. SYNAN2022-10-03
5102020-01-01MICHAEL P. SYNAN2021-10-06
5102019-01-01MICHAEL P. SYNAN2020-10-05
5102018-01-01MICHAEL P. SYNAN2019-10-07
5102017-01-01
5102017-01-01
5102016-01-01
5102015-01-01
5102014-01-01
5102013-01-01

Plan Statistics for GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR

401k plan membership statisitcs for GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR

Measure Date Value
2022: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2022 401k membership
Total participants, beginning-of-year2022-01-018,425
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-018,263
Total of all active and inactive participants2022-01-018,263
Total participants2022-01-018,263
2021: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2021 401k membership
Total participants, beginning-of-year2021-01-019,377
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-018,425
Total of all active and inactive participants2021-01-018,425
Total participants2021-01-018,425
2020: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2020 401k membership
Total participants, beginning-of-year2020-01-019,905
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-019,377
Total of all active and inactive participants2020-01-019,377
Total participants2020-01-019,377
2019: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2019 401k membership
Total participants, beginning-of-year2019-01-0110,030
Number of retired or separated participants receiving benefits2019-01-019,905
Total of all active and inactive participants2019-01-019,905
Total participants2019-01-019,905
2018: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2018 401k membership
Total participants, beginning-of-year2018-01-019,911
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-0110,030
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0110,030
Total participants2018-01-0110,030
2017: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2017 401k membership
Total participants, beginning-of-year2017-01-018,472
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-019,911
Total of all active and inactive participants2017-01-019,911
Total participants2017-01-019,911
2016: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2016 401k membership
Total participants, beginning-of-year2016-01-018,237
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-018,472
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-018,472
Total participants2016-01-018,472
2015: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2015 401k membership
Total participants, beginning-of-year2015-01-018,083
Number of retired or separated participants receiving benefits2015-01-018,237
Total of all active and inactive participants2015-01-018,237
Total participants2015-01-018,237
2014: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2014 401k membership
Total participants, beginning-of-year2014-01-013,648
Number of retired or separated participants receiving benefits2014-01-018,083
Total of all active and inactive participants2014-01-018,083
2013: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2013 401k membership
Total participants, beginning-of-year2013-01-013,723
Number of retired or separated participants receiving benefits2013-01-013,648
Total of all active and inactive participants2013-01-013,648

Financial Data on GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR

Measure Date Value
2022 : GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,534,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,081,497
Total income from all sources (including contributions)2022-12-31$-94,620,096
Total of all expenses incurred2022-12-31$26,323,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$26,323,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$551,357
Value of total assets at end of year2022-12-31$696,181,711
Value of total assets at beginning of year2022-12-31$816,672,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$551,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-120,943,637
Value of net assets at end of year (total assets less liabilities)2022-12-31$694,647,024
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$815,590,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$691,619,539
Value of interest in master investment trust accounts at beginning of year2022-12-31$812,109,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,562,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,562,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,562,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$26,323,541
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,534,687
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,081,497
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2022-12-31061648707
2021 : GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,081,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$998,864
Total income from all sources (including contributions)2021-12-31$124,867,260
Total of all expenses incurred2021-12-31$26,339,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$26,339,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$513,739
Value of total assets at end of year2021-12-31$816,672,158
Value of total assets at beginning of year2021-12-31$718,062,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$513,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$98,527,397
Value of net assets at end of year (total assets less liabilities)2021-12-31$815,590,661
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$717,063,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$812,109,986
Value of interest in master investment trust accounts at beginning of year2021-12-31$713,499,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,562,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,562,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,562,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$26,339,863
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,081,497
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$998,864
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2021-12-31061648707
2020 : GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$998,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,019,034
Total income from all sources (including contributions)2020-12-31$87,751,435
Total of all expenses incurred2020-12-31$24,617,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$24,617,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$516,758
Value of total assets at end of year2020-12-31$718,062,128
Value of total assets at beginning of year2020-12-31$654,948,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$516,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$63,133,907
Value of net assets at end of year (total assets less liabilities)2020-12-31$717,063,264
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$653,929,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$713,499,956
Value of interest in master investment trust accounts at beginning of year2020-12-31$650,386,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,562,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,562,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,562,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$24,617,528
Liabilities. Value of benefit claims payable at end of year2020-12-31$998,864
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,019,034
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2020-12-31061648707
2019 : GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,019,034
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$630,609
Total income from all sources (including contributions)2019-12-31$102,104,582
Total of all expenses incurred2019-12-31$49,056,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$49,056,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,619,461
Value of total assets at end of year2019-12-31$654,948,391
Value of total assets at beginning of year2019-12-31$601,511,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$692,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$53,048,118
Value of net assets at end of year (total assets less liabilities)2019-12-31$653,929,357
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$600,881,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$650,386,219
Value of interest in master investment trust accounts at beginning of year2019-12-31$596,949,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,562,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,562,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,562,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,926,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$49,056,464
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,019,034
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$630,609
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2019-12-31061648707
2018 : GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$630,609
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,088,142
Total income from all sources (including contributions)2018-12-31$-20,105,858
Total of all expenses incurred2018-12-31$50,186,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$50,186,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,851,264
Value of total assets at end of year2018-12-31$601,511,848
Value of total assets at beginning of year2018-12-31$672,261,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,248,916
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,518,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-70,292,432
Value of net assets at end of year (total assets less liabilities)2018-12-31$600,881,239
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$671,173,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$596,949,676
Value of interest in master investment trust accounts at beginning of year2018-12-31$663,189,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,562,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,553,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,553,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,602,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$50,186,574
Liabilities. Value of benefit claims payable at end of year2018-12-31$630,609
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,088,142
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2018-12-31061648707
2017 : GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,088,142
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,437,339
Total income from all sources (including contributions)2017-12-31$93,455,705
Total of all expenses incurred2017-12-31$49,537,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$49,537,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,126,783
Value of total assets at end of year2017-12-31$672,261,813
Value of total assets at beginning of year2017-12-31$628,693,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$526,783
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,518,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$16,861,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$43,917,791
Value of net assets at end of year (total assets less liabilities)2017-12-31$671,173,671
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$627,255,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$663,189,858
Value of interest in master investment trust accounts at beginning of year2017-12-31$611,832,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,553,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$49,537,914
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,088,142
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,437,339
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2017-12-31061648707
2016 : GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,437,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,086,461
Total income from all sources (including contributions)2016-12-31$74,903,927
Total of all expenses incurred2016-12-31$79,733,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$79,733,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$35,725,958
Value of total assets at end of year2016-12-31$628,693,219
Value of total assets at beginning of year2016-12-31$636,171,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$23,138,892
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$16,861,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,759,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,071,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-4,829,512
Value of net assets at end of year (total assets less liabilities)2016-12-31$627,255,880
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$632,085,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$611,832,066
Value of interest in master investment trust accounts at beginning of year2016-12-31$622,412,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$12,587,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$79,733,439
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,437,339
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,014,581
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2016-12-31061648707
2015 : GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,086,461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,538,783
Total income from all sources (including contributions)2015-12-31$22,569,237
Total of all expenses incurred2015-12-31$72,407,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$71,166,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$30,021,414
Value of total assets at end of year2015-12-31$636,171,853
Value of total assets at beginning of year2015-12-31$687,462,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,241,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$22,140,324
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$13,759,834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$11,546,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,071,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,183,391
Administrative expenses (other) incurred2015-12-31$1,241,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-49,838,613
Value of net assets at end of year (total assets less liabilities)2015-12-31$632,085,392
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$681,924,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$622,412,019
Value of interest in master investment trust accounts at beginning of year2015-12-31$675,916,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,881,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$71,166,409
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,014,581
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,355,392
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2015-12-31061648707
2014 : GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2014 401k financial data
Total transfer of assets to this plan2014-12-31$309,190,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,538,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$636,453
Total income from all sources (including contributions)2014-12-31$47,379,885
Total of all expenses incurred2014-12-31$28,583,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$28,583,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$28,250,189
Value of total assets at end of year2014-12-31$687,462,788
Value of total assets at beginning of year2014-12-31$354,573,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,226,062
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$11,546,007
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,225,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,183,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$18,796,257
Value of net assets at end of year (total assets less liabilities)2014-12-31$681,924,005
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$353,936,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$675,916,781
Value of interest in master investment trust accounts at beginning of year2014-12-31$350,347,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$25,024,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$28,583,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,355,392
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$636,453
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2014-12-31061648707
2013 : GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$636,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$326,072
Total income from all sources (including contributions)2013-12-31$80,754,027
Total of all expenses incurred2013-12-31$23,342,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,342,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$33,266,616
Value of total assets at end of year2013-12-31$354,573,356
Value of total assets at beginning of year2013-12-31$296,851,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$1,366,454
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,413,760
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,704,239
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,225,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$627,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$326,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$57,411,309
Value of net assets at end of year (total assets less liabilities)2013-12-31$353,936,903
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$296,525,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at beginning of year2013-12-31$45,544,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$742,837
Value of interest in master investment trust accounts at end of year2013-12-31$350,347,676
Value of interest in common/collective trusts at beginning of year2013-12-31$143,315,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,187,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,187,566
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$22,688,308
Asset value of US Government securities at beginning of year2013-12-31$5,922,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$29,852,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,342,718
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$8,727,798
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$25,294,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$30,730,326
Liabilities. Value of benefit claims payable at end of year2013-12-31$636,453
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2013-12-31061648707

Form 5500 Responses for GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR

2022: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: GROUP HEALTH & WELFARE BENEFIT PLAN FOR RETIREES OF EVERSOURCE FKA GROUP WELFARE BENEFITS PLAN FOR RETIREES OF NSTAR 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 2
Insurance contract or identification number33835
Number of Individuals Covered339
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,328
Total amount of fees paid to insurance companyUSD $11,707
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $521,205
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,328
Amount paid for insurance broker fees11707
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 1
Insurance contract or identification number33835
Number of Individuals Covered7225
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $83,450
Total amount of fees paid to insurance companyUSD $183,347
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,163,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83,450
Amount paid for insurance broker fees183347
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 2
Insurance contract or identification number33835
Number of Individuals Covered338
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,189
Total amount of fees paid to insurance companyUSD $11,491
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $505,965
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,189
Amount paid for insurance broker fees11491
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 1
Insurance contract or identification number33835
Number of Individuals Covered7277
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $83,695
Total amount of fees paid to insurance companyUSD $185,342
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,160,643
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83,695
Amount paid for insurance broker fees185342
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 2
Insurance contract or identification number33835
Number of Individuals Covered337
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,143
Total amount of fees paid to insurance companyUSD $11,245
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $501,001
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,143
Amount paid for insurance broker fees11245
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 1
Insurance contract or identification number33835
Number of Individuals Covered7534
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $84,898
Total amount of fees paid to insurance companyUSD $185,639
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,270,912
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $84,898
Amount paid for insurance broker fees185639
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 2
Insurance contract or identification number33835
Number of Individuals Covered338
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,046
Total amount of fees paid to insurance companyUSD $11,048
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $491,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,046
Amount paid for insurance broker fees11048
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 1
Insurance contract or identification number33835
Number of Individuals Covered7515
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $86,400
Total amount of fees paid to insurance companyUSD $189,147
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,413,399
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $86,400
Amount paid for insurance broker fees189147
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 1
Insurance contract or identification number33835
Number of Individuals Covered7641
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $87,578
Total amount of fees paid to insurance companyUSD $191,796
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,527,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $87,578
Amount paid for insurance broker fees191796
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 2
Insurance contract or identification number33835
Number of Individuals Covered344
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,134
Total amount of fees paid to insurance companyUSD $11,245
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $500,283
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,134
Amount paid for insurance broker fees11245
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 2
Insurance contract or identification number33835
Number of Individuals Covered342
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,795
Total amount of fees paid to insurance companyUSD $9,256
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $474,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,795
Amount paid for insurance broker fees9256
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Insurance broker nameSTRATEGIC BENEFIT ADVISORS INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 1
Insurance contract or identification number33835
Number of Individuals Covered7632
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $103,710
Total amount of fees paid to insurance companyUSD $165,597
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,500,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $103,710
Amount paid for insurance broker fees165597
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Insurance broker nameSTRATEGIC BENEFIT ADVISORS INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 3
Insurance contract or identification number33835
Number of Individuals Covered281
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,990
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $391,246
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,990
Insurance broker organization code?3
Insurance broker nameSTRATEGIC BENEFIT ADVISORS INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 2
Insurance contract or identification number33835
Number of Individuals Covered2995
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,682
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,297,076
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,682
Insurance broker organization code?3
Insurance broker nameSTRATEGIC BENEFIT ADVISORS INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 1
Insurance contract or identification number33835
Number of Individuals Covered4750
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $42,988
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,169,751
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,988
Insurance broker organization code?3
Insurance broker nameSTRATEGIC BENEFIT ADVISORS
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 1
Insurance contract or identification number33835
Number of Individuals Covered3030
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $23,686
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,294,189
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,686
Insurance broker organization code?3
Insurance broker nameSTRATEGIC BENEFIT ADVISORS INC.
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33835
Policy instance 1
Insurance contract or identification number33835
Number of Individuals Covered2996
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $24,031
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,331,405
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,031
Insurance broker organization code?3
Insurance broker nameSTRATEGIC BENEFIT ADVISORS INC.

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