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Original filing (PDF)20250527085649NAL0005847025001
CONNECTICUT PUBLIC BROADCASTING INC
Form 5500
FILING_RECEIVED
CONNECTICUT PUBLIC BROADCASTING INC 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
125
Accounts w/ balance
258
Plan assets (EOY)
$34.8M
Net assets (EOY)
$34.8M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNECTICUT PUBLIC BROADCASTING INC.
Plan sponsor
Name
CONNECTICUT PUBLIC BROADCASTING INC
EIN
06-0758938
Address
1049 ASYLUM AVENUE · HARTFORD, CT · 06105
Phone
(860) 275-7350
Industry
Information / Tech / Mediasee 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
2025-05-27
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | — | WINDSOR, CT | NONE | $29K | — |
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $21K | — |
Investments
32 direct securities · 1 pooled fund· $34.8M(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.
Uncategorized
$32.0M
31 holdings
Mutual Funds
$1.9M
1 holding
Pooled Separate Account
$933K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed annuity contracts * TIAA Traditional Annuity Account - Nonfully Benefit-Responsive | — | — | — | $7.3M | 20.8% | |
| Variable annuity contracts * CREF Stock Account | — | — | — | $4.9M | 14.0% | |
| TIAA Traditional Annuity Account - Fully Benefit-Responsive | — | — | — | $2.2M | 6.3% | |
| CREF Growth Account | — | — | — | $2.0M | 5.7% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | Mutual Funds | — | — | $1.9M | 5.4% | |
| Vanguard 500 Index Fund | — | — | — | $1.9M | 5.3% | |
| CREF Global Equities Account | — | — | — | $1.6M | 4.6% | |
| American Funds American Funds Washington Mutual Investors Fund | — | — | — | $1.2M | 3.5% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $1.1M | 3.2% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $1.1M | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $992K | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $933K | 2.7% | |
| Vanguard Total International Stock Index Fund | — | — | — | $771K | 2.2% | |
| Vanguard Extended Market Index Fund | — | — | — | $708K | 2.0% | |
| CREF Social Choice Account | — | — | — | $703K | 2.0% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $679K | 2.0% | |
| CREF Equity Index Account | — | — | — | $604K | 1.7% | |
| CREF Money Market Account | — | — | — | $563K | 1.6% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $519K | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $440K | 1.3% | |
| Western Asset Management Western Asset Core Plus Bond Fund | — | — | — | $439K | 1.3% | |
| CREF Inflation-Linked Bond Account | — | — | — | $420K | 1.2% | |
| CREF Core Bond Account | — | — | — | $357K | 1.0% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $337K | 1.0% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $295K | 0.8% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | — | — | — | $236K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $225K | 0.6% | |
| Vanguard Federal Money Market Fund | — | — | — | $177K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $174K | 0.5% | |
| American Century Investments American Century Small-Cap Value Fund | — | — | — | $102K | 0.3% | |
| secured by participant account balances | — | — | — | $67K | 0.2% | |
| Loomis Sayles Loomis Sayles Small-Cap Growth Fund | — | — | — | $21K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | — | — | — | $7K | <0.1% |
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