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Original filing (PDF)20251014081301NAL0005017026001
HUBBELL INCORPORATED
Form 5500
FILING_RECEIVED
HUBBELL INCORPORATED EMPLOYEE SAVINGS AND INVESTMENT PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
401(k) retirement plan
Active participants
1,942
Accounts w/ balance
2,436
Plan assets (EOY)
$58.0M
Net assets (EOY)
$58.0M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
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
061
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)
2T · Default investment account (QDIA)
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)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $6K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF OCONNOR DAVIES | — | DEPTFORD, NJ | NONE | $24K | — |
| T ROWE PRIVE RPS INC | — | BALTIMORE, MD | NONE | $21K | — |
| FINANCIAL ANSWERS | — | SOMERS, CT | NONE | $11K | — |
Investments
31 direct securities · 1 pooled fund· $57.1M(98% 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.
Uncategorized
$52.0M
29 holdings
Common Collective Trust
$4.9M
1 holding
Mutual Funds
$175K
1 holding
OTHER
$27K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Equity Index 500 Fund | — | — | $61K | $9.5M | 16.4% | |
| Retirement 2030 Fund | — | — | $207K | $5.3M | 9.2% | |
| Retirement 2035 Fund | — | — | $235K | $5.0M | 8.6% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $4.9M | $4.9M | 8.5% | |
| Retirement 2025 Fund | — | — | $292K | $4.8M | 8.3% | |
| T. Rowe Price Growth Stock Fund | — | — | $36K | $3.8M | 6.5% | |
| Retirement 2040 Fund | — | — | $107K | $3.3M | 5.6% | |
| Retirement 2045 Fund | — | — | $108K | $2.4M | 4.2% | |
| Retirement 2020 Fund | — | — | $118K | $2.2M | 3.8% | |
| Retirement 2050 Fund | — | — | $103K | $1.9M | 3.4% | |
| JP Morgan Core Plus Bond I | — | — | $232K | $1.6M | 2.8% | |
| Retirement 2055 Fund | — | — | $74K | $1.5M | 2.5% | |
| T ROWE PRICE VALUE FUND INV MUTUAL FUNDS | — | — | $1.6M | $1.5M | 2.5% | |
| Retirement 2060 Fund | — | — | $85K | $1.4M | 2.4% | |
| T ROWE PRICE INTL EQU INDX INV MUTUAL FUNDS | — | — | $1.4M | $1.3M | 2.2% | |
| Macquarie Small Cap Val Instl | — | — | $16K | $1.1M | 1.9% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | $11K | $1.1M | 1.9% | |
| NON INTEREST BEARING CASH Pending Settlement Fund 825 * NOTES RECEIVABLE FROM PARTICIPANTS Loans have interest rates ranging from 4.25% - 9.50% with maturities through 2029 | — | — | $1.0M | $1.0M | 1.8% | |
| Retirement 2015 Fund | — | — | $75K | $946K | 1.6% | |
| Retirement 2065 Fund | — | — | $49K | $630K | 1.1% | |
| iShares Russell Small/Mid-Cap Index Inv. A | — | — | $23K | $388K | 0.7% | |
| Vanguard Federal Money Mkt Inv | — | — | $371K | $371K | 0.6% | |
| ISHARES U.S. AGGREGATE CL A MUTUAL FUNDS | — | — | $298K | $291K | 0.5% | |
| Retirement 2010 Fund | — | — | $17K | $254K | 0.4% | |
| S SHARES/UNITS BLF FEDFUND | Mutual Funds | — | $175K | $175K | 0.3% | |
| T. Rowe Price Inflation Inv | — | — | $13K | $134K | 0.2% | |
| Retirement 2005 Fund | — | — | $9K | $104K | 0.2% | |
| T. Rowe Price Retirement Balanced Inv. | — | — | $6K | $79K | 0.1% | |
| American EuroPacific Growth R4 | — | — | $1K | $57K | <0.1% | |
| Self-directed Brokerage Account | OTHER | — | $27K | $27K | <0.1% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $27K | $27K | <0.1% | |
| Hartford World Bond R5 | — | — | $2K | $16K | <0.1% |