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Original filing (PDF)20251014134647NAL0001483507002
THE UNITED ILLUMINATING COMPANY
Form 5500
FILING_RECEIVED
THE UNITED ILLUMINATING COMPANY PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
132
Accounts w/ balance
—
Plan assets (EOY)
$300.6M
Net assets (EOY)
$300.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — 108% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE UNITED ILLUMINATING COMPANY.
Plan sponsor
Name
THE UNITED ILLUMINATING COMPANY
EIN
06-0571640
Address
180 MARSH HILL ROAD · ORANGE, CT · 06477
Phone
(203) 499-3179
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $98K | — |
| MERCER | 13-2834414 | — | NONE | $86K | — |
| PACIFIC INVESTMENT MANAGEMENT | 33-0629048 | — | NONE | $80K | — |
| NISA | 48-1140940 | — | NONE | $75K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $75K | — |
| GRANAHAN INVESTMENT MANAGEMENT CO. | 76-0658411 | — | NONE | $58K | — |
| SEGALL BRYANT & HAMILL INV. COUNSEL | 41-1788385 | — | NONE | $49K | — |
| BLACKROCK INVESTMENT | 94-3112180 | — | NONE | $44K | — |
| UBS GLOBAL ASSET MANAGEMENT | 13-2638165 | — | NONE | $42K | — |
| THE BONADIO GROUP, LLP | 16-1131146 | — | NONE | $18K | — |
Investments
1 pooled fund· $284.5M(95% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AVANGRID, INC. DB MASTER TRUST AVANGRID MANAGEMENT COMPANY LLC · EIN 04-6931375 / PN 001 | Master Trust | $284.5M | 94.7% |
