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Original filing (PDF)20251015105720NAL0004347633001
IROQUOIS PIPELINE OPERATING COMPANY
Form 5500
FILING_RECEIVED
IROQUOIS PIPELINE OPERATING COMPANY CASH BALANCE RETIREMENT PLAN
Defined-benefit pension plan
Active participants
86
Accounts w/ balance
—
Plan assets (EOY)
$49.4M
Net assets (EOY)
$49.4M
How this plan invests
This plan
21 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 IROQUOIS PIPELINE OPERATING COMPANY.
Plan sponsor
Name
IROQUOIS PIPELINE OPERATING COMPANY
EIN
06-1266157
Address
1 CORPORATE DRIVE · SUITE 600 · SHELTON, CT · 06484
Phone
(203) 925-7206
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
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 |
|---|---|---|---|---|---|
| USI ADVISORS, INC | 06-1397347 | — | NONE | $105K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $340 | — |
Investments
21 direct securities· $49.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund | — | — | $6.4M | $6.0M | 12.2% | |
| Vanguard 500 Index Fund | — | — | $2.4M | $4.9M | 10.0% | |
| Fidelity Large Cap Growth Index Fund | — | — | $2.2M | $3.5M | 7.0% | |
| Schwab Fundamental US Large Company Index Fund | — | — | $2.2M | $3.4M | 7.0% | |
| Vanguard Small-Cap Index Fund | — | — | $2.0M | $3.4M | 6.9% | |
| BlackRock Strategic Income Opportunities Portfolio | — | — | $3.1M | $3.0M | 6.2% | |
| Parametric Commodity Strategy Fund | — | — | $3.1M | $3.0M | 6.1% | |
| American Funds Europacific Growth Fund | — | — | $2.5M | $2.4M | 4.9% | |
| Vanguard Mid-Cap Index Fund | — | — | $1.3M | $2.4M | 4.9% | |
| Blackstone Real Estate Income Trust | — | — | $1.7M | $2.1M | 4.3% | |
| BlackRock High Yield Bond Fund | — | — | $2.2M | $2.0M | 4.1% | |
| Schwab Bank Savings Account | — | — | $2.0M | $2.0M | 4.1% | |
| PIMCO Diversified Income Fund | — | — | $2.0M | $2.0M | 4.1% | |
| Dodge & Cox International Stock Fund | — | — | $1.6M | $2.0M | 4.0% | |
| T. Rowe Price Institutional Floating Rate Fund | — | — | $1.5M | $1.5M | 3.1% | |
| PIMCO RAE Emerging Markets Fund | — | — | $1.5M | $1.5M | 3.0% | |
| MFS International Diversification Fund | — | — | $1.5M | $1.5M | 3.0% | |
| JP Morgan Hedged Equity Fund | — | — | $639K | $997K | 2.0% | |
| GQG Partners Emerging Markets Equity Fund | — | — | $890K | $996K | 2.0% | |
| Vanguard Short-Term Bond Index Fund | — | — | $522K | $507K | 1.0% | |
| Schwab Bank Sweep for Employee Benefit Plans | — | — | $19K | $19K | <0.1% |