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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 rows
Other
10
NameEINLocationRelationDirect compIndirect comp
PRICEWATERHOUSECOOPERS LLP13-4008324NONE$98K
MERCER13-2834414NONE$86K
PACIFIC INVESTMENT MANAGEMENT33-0629048NONE$80K
NISA48-1140940NONE$75K
NORTHERN TRUST COMPANY36-1561860NONE$75K
GRANAHAN INVESTMENT MANAGEMENT CO.76-0658411NONE$58K
SEGALL BRYANT & HAMILL INV. COUNSEL41-1788385NONE$49K
BLACKROCK INVESTMENT94-3112180NONE$44K
UBS GLOBAL ASSET MANAGEMENT13-2638165NONE$42K
THE BONADIO GROUP, LLP16-1131146NONE$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.

InvestmentTypeCurrent value% of plan
AVANGRID, INC. DB MASTER TRUST
AVANGRID MANAGEMENT COMPANY LLC · EIN 04-6931375 / PN 001
Master Trust
$284.5M94.7%