Texas › Administrative and support and waste management services › 1,000 to 4,999 participants
Form 5500 statement · plan year 7 Mar 2024 to 31 Dec 2024
Enbridge Gas Ohio Union Pension Plan
Sponsored by Enbridge Employee Services, Inc., Houston, TX
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Enbridge Employee Services, Inc. of Houston, Texas sponsors Enbridge Gas Ohio Union Pension Plan, a cash balance pension plan. Its Form 5500 for the plan year ending 31 Dec 2024 shows 1,216 participants (973 active) and $466M in net assets.
Net assets came to $383,113 per participant, well above the $87,935 median for defined benefit plans with 1,000 to 4,999 participants and well above the $84,727 median for defined benefit plans in administrative and support and waste management services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 9 service provider organisations paid $5,000 or more, with reported compensation of $413K: $340 per participant, close to the same-size median of $325. Administrative expenses charged to the plan were $518K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $383,113 | $87,935 | $84,727 | $86,221 |
| Employer contributions per active participant | — | $10,593 | $14,385 | $10,244 |
| Schedule C compensation per participant | $340 | $325 | $328 | $344 |
| Schedule C compensation, share of net assets | 0.09% | 0.41% | 0.55% | 0.42% |
| Administrative expenses per participant | $426 | $513 | $508 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 1,000 to 4,999 participants (1,540 plans), administrative and support and waste management services (58) and all US plans (5,308). Fee medians cover plans that report an amount.
Statement for the year
- Net assets, beginning of year$0
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$0
- Total income, including investment results$13,586,000
- Benefits paid$1,006,000
- Administrative expenses$518,000
- Total expenses$1,524,000
- Net income$12,062,000
- Net transfers$453,804,000
- Net assets, end of year$465,866,000
Participants
- Active participants973
- Retired or separated, receiving benefits20
- Retired or separated, entitled to future benefits223
- Total participants, end of year1,216
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Brandes Investment Partners, L.P. | Investment management | $83,000 | $0 |
| BlackRock Institutionsl Trust Comp | Investment management | $76,000 | $0 |
| Alight Solutions LLC | Plan Administrator | $74,000 | $0 |
| The Bank of New York Mellon | Custodial (other than securities); Investment management | $52,000 | $0 |
| Hillsdale Investment Management Inc. | Investment management | $33,000 | $0 |
| McConnell & Jones LLP | Accounting (including auditing) | $32,000 | $0 |
| Cambridge Associates | Investment management | $26,000 | $0 |
| Mercer US Inc. | Actuarial | $24,000 | $0 |
| Connor, Clark & Lunn Investment | Investment management | $13,000 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$275,000
- Other administrative expenses$103,000
- Recordkeeping fees$74,000
- IQPA audit fees$32,000
- Actuarial fees$24,000
- Trustee and custodial fees$10,000
- Total administrative expenses$518,000
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Common/collective trusts$419M · 88.8%
- Corporate stocks$25.8M · 5.5%
- Receivables$16.1M · 3.4%
- Registered investment companies (mutual funds)$10.4M · 2.2%
- Cash (interest and non-interest bearing)$204K · 0.0%
- Other investments$130K · 0.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmMcConnell & Jones LLP
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $500,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1ABenefits are primarily pay related1CCash balance or similar plan3HPlan sponsor(s) is (are) a member(s) of a controlled group
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 561300: Employment Services.
Other plans of Enbridge Employee Services, Inc.
| Plan | Participants | Net assets |
|---|---|---|
| Enbridge Employee Services, Inc. Employees' Pension Plan | 9,402 | $1.10B |
| Enbridge Employee Services, Inc. Employees' Savings Plan | 8,793 | $2.08B |
Similar plans in Texas
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Waste Management Pension Plan for Collectively Bargained Employees | Waste Management Holdings, Inc. | 2,008 | $111M | $55,275 |
| Onesource Employees' Retirement Pension Plan | Onesource Holdings, LLC | 923 | $5.6M | $6,038 |
| Retirement Plan for Bargaining Unit Employees of the MTC of PXD | Pantexas Deterrence, LLC | 2,253 | $223M | $98,821 |
| Woodside Energy USA Services Inc. Retirement Income Plan | Woodside Energy USA Services Inc. | 829 | $93.2M | $112,410 |
| PXD Retirement Plan for Non-Bargaining PXD Locatio | Pantexas Deterrence, LLC | 2,655 | $409M | $153,866 |
| PXD Retirement Plan for Bargaining Unit Members of the Pgu | Pantexas Deterrence, LLC | 539 | $83.8M | $155,394 |
Defined benefit plans in administrative and support and waste management services closest in size.
Questions and answers
How big is Enbridge Gas Ohio Union Pension Plan?
1,216 participants at the end of the plan year ending 31 Dec 2024, of whom 973 were active employees, with net assets of $465,866,000. Among defined benefit plans that places it in the 1,000 to 4,999 participants band, which held 1,540 plans in plan year 2024.
What does Enbridge Employee Services, Inc. contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $413,000 in compensation to service provider organisations, $340 per participant or 0.09% of net assets. The same-size median among plans reporting any Schedule C compensation was $325 per participant. Administrative expenses on Schedule H were $518,000. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Enbridge Employee Services, Inc.. Recordkeeping or administration: Alight Solutions LLC. Investment advisory or management: Brandes Investment Partners, L.P., BlackRock Institutionsl Trust Comp and The Bank of New York Mellon. Trustee or custodian: The Bank of New York Mellon. The financial statements were audited by McConnell & Jones LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 7 Mar 2024 to 31 Dec 2024, received by the Department of Labor on 14 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 76-0697621, plan 004, received 14 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.