Plan Snapshot
- Plan Sponsor: Transcanada Usa Services INC.
- Sponsor EIN: 980460263
- Sponsor Address: 700 LOUISIANA STREET, HOUSTON, TX, 77002
- Plan Type: DB
- Total Participants: 874
- Total Assets: $745.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 874 | $745.2M | $0 | $0 |
| 2023 | 983 | $747.9M | $0 | $0 |
| 2022 | 1,051 | $740.7M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT CO. | NONE | $1,007,295 | — | $1,007,295 |
| NORTHERN TRUST | NONE | $290,047 | — | $290,047 |
| WILLIS TOWERS WATSON LLC | NONE | $74,631 | — | $74,631 |
| CARON & BLETZER | NONE | $27,500 | — | $27,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON LLC — NONE
- CARON & BLETZER — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,399,473
- Estimated Expense Ratio: 0.188% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,660,000 | $1,030,000 | — | $28,000 | — |
| 2023 | $1,667,000 | $997,000 | — | $26,000 | — |
| 2022 | $1,461,000 | $750,000 | — | — | $353,000 |