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Original filing (PDF)20251014083101NAL0001126227001
HUBBELL INCORPORATED
Form 5500
FILING_RECEIVED
HUBBELL INCORPORATED EMPLOYEE SAVINGS & INVESTMENT PLAN
401(k) retirement plan
Active participants
7,630
Accounts w/ balance
10,359
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
15 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 69% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUBBELL INCORPORATED.
Plan sponsor
Name
HUBBELL INCORPORATED
EIN
06-0397030
Address
40 WATERVIEW DRIVE · PO BOX 1000 · SHELTON, CT · 06484
Phone
(475) 882-4000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
060
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $16K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS INC | 52-1714114 | — | OTHER | $535K | — |
| FINANCIAL ANSWERS | — | SOMERS, CT | NONE | $353K | — |
| FINANCIAL ENGINES | — | SUNNYVALE, CA | NONE | $118K | — |
| PFK O'CONNOR DAVIES | — | DEPTFORD, NJ | NONE | $24K | — |
Investments
22 direct securities · 15 pooled funds· $1.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$697.7M
15 holdings
Uncategorized
$543.2M
20 holdings
OTHER
$14.5M
1 holding
Mutual Funds
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | — | — | $386K | $185.1M | 14.9% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $3.7M | $116.0M | 9.3% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $3.2M | $109.7M | 8.8% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $2.7M | $96.1M | 7.7% | |
| T ROWE PRICE GRTH STK FD CL I MUTUAL FUNDS | — | — | $81.9M | $80.1M | 6.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $2.6M | $75.0M | 6.0% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $2.0M | $74.4M | 6.0% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $63.9M | $63.9M | 5.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $1.4M | $52.8M | 4.3% | |
| T. Rowe Price Mid-Cap Growth I | — | — | $473K | $47.3M | 3.8% | |
| VANGUARD TOTAL INTL CL INSTL MUTUAL FUNDS | — | — | $47.6M | $43.9M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $1.1M | $40.5M | 3.3% | |
| Vanguard Total Bond Market | — | — | $4.0M | $38.0M | 3.1% | |
| Vanguard Extend Market Index Fd | — | — | $228K | $32.8M | 2.6% | |
| T. Rowe Price Value CL I | — | — | $558K | $24.8M | 2.0% | |
| DFA U.S. Targeted Value I | — | — | $658K | $22.6M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | $837K | $22.2M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | $860K | $20.7M | 1.7% | |
| JP Morgan Core Plus Bond R6 | — | — | $2.9M | $20.5M | 1.7% | |
| Self-directed brokerage account | OTHER | — | $14.5M | $14.5M | 1.2% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $14.5M | $14.5M | 1.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Loans have interest rates ranging from 3.25% - 9.00% with maturities through 2029 | — | — | $13.9M | $13.9M | 1.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | $416K | $10.1M | 0.8% | |
| American Funds EuroPacific Growth R6 | — | — | $163K | $8.7M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | $514K | $7.7M | 0.6% | |
| T. Rowe Price Inflation CL I | — | — | $582K | $5.9M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | $248K | $5.5M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | $96K | $2.0M | 0.2% | |
| S SHARES/UNITS BLF Fed Fund | Mutual Funds | — | $1.7M | $1.7M | 0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $1.7M | $1.7M | 0.1% | |
| Hartford World Bond FD CL R6 | — | — | $125K | $1.3M | 0.1% | |
| T. ROWE PRICE RET BAL ACT B COMMON / COLLECTIVE TRUSTS | — | — | $1.2M | $1.1M | <0.1% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | $56K | $1.1M | <0.1% | |
| Vanguard Federal Money Mkt Inv | — | — | $793K | $793K | <0.1% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $24K | $24K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $7K | $7K | <0.1% | |
| NON-INTEREST BEARING CASH Pending Settlement Fund | — | — | — | $3K | <0.1% |