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Original filing (PDF)20250929123430NAL0026754018001
THE CONNECTICUT WATER COMPANY
Form 5500
FILING_RECEIVED
THE CONNECTICUT WATER COMPANY EMPLOYEES' RETIREMENT PLAN
Defined-benefit pension plan
Active participants
73
Accounts w/ balance
—
Plan assets (EOY)
$92.3M
Net assets (EOY)
$92.3M
How this plan invests
This plan
11 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CONNECTICUT WATER COMPANY.
Plan sponsor
Name
THE CONNECTICUT WATER COMPANY
EIN
06-0713930
Address
93 WEST MAIN STREET · CLINTON, CT · 064131600
Phone
(860) 669-8630
Industry
Utilitiessee all
Plan administrator
Name
THE CONNECTICUT WATER COMPANY
EIN
06-0713930
City
CLINTON, CT
Phone
(860) 669-8630
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $70K | — |
| USI CONSULTING GROUP, INC. | 06-1053228 | — | NONE | $30K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $29K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $10K | — |
Investments
11 direct securities· $92.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Small Cap Index Fund | — | 2,393,273 | $18.5M | $18.0M | 19.6% | |
| Harbor Capital Appreciation Fund | — | 121,609 | $18.5M | $18.0M | 19.5% | |
| Vanguard Institutional Index Fund | — | 2,286,774 | $11.9M | $11.4M | 12.4% | |
| Vanguard Long Term Treasury Fund | — | 670,096 | $10.4M | $11.4M | 12.3% | |
| IR & M Core Bond Fund | — | 14,755 | $6.3M | $6.5M | 7.1% | |
| American EuroPacific Growth Fund | — | 33,890 | $6.4M | $6.5M | 7.0% | |
| Vanguard Long Term Investment Fund | — | 211,456 | $4.2M | $6.2M | 6.8% | |
| Dodge & Cox Stock Fund | — | 23,836 | $3.5M | $3.9M | 4.2% | |
| Vanguard Total International Stock Index Fund | — | 421,291 | $2.3M | $3.9M | 4.2% | |
| Baird Aggregate Bond Fund | — | 54,258 | $2.4M | $3.8M | 4.1% | |
| Federated Government Obligations Fund | — | 2,549,020 | $2.5M | $2.5M | 2.8% |