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Original filing (PDF)20251015172540NAL0002702115001
AQUARION COMPANY
Form 5500
FILING_RECEIVED
AQUARION COMPANY INSURANCE PLAN
Health & welfare plan
Signals · 2
65% in single holdingNo recordkeeper disclosed
Active participants
245
Accounts w/ balance
—
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.8M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
80
Participation health
100
Knocking points off
- Top holding "State Street Global Equity Index Fund Collective Trust Funds" is 65% of plan.
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AQUARION COMPANY.
Plan sponsor
Name
AQUARION COMPANY
EIN
06-0852232
Address
835 MAIN STREET · BRIDGEPORT, CT · 06604
Phone
(203) 362-3000
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
FIONDELLA, MILONE & LASARACINA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA HEALTH & LIFE INSURANCE CO | 59-1031071 | — | NONE | $65K | — |
Investments
2 direct securities · 1 pooled fund· $14.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Common Collective Trust
$9.6M
1 holding
Uncategorized
$5.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET GLOBAL EQUITY INDEX FD STATE STREET GLOBAL ADVISORS · EIN 81-4017137 / PN 000 | Common Collective Trust | — | $9.6M | $9.6M | 64.7% | |
| PIMCO Total Return Fund Mutual Fund | — | — | $4.6M | $4.6M | 31.1% | |
| Party Description of Investment Cost Current Value * Bank of New York Mellon Cash Reserve Account | — | — | $629K | $629K | 4.2% |