Original filing (PDF)20251005141004NAL0001672467001

CENTRAL HUDSON GAS & ELECTRIC CORPORATION

Name: CENTRAL HUDSON GAS & ELECTRIC CORPORATION — CENTRAL HUDSON GAS & ELECTRIC CORPORATION WELFARE BENEFIT PLAN FOR RETIREES, Form 5500 (2024)
Creator: CENTRAL HUDSON GAS & ELECTRIC CORPORATION

Form 5500

FILING_RECEIVED

CENTRAL HUDSON GAS & ELECTRIC CORPORATION WELFARE BENEFIT PLAN FOR RETIREES

Health & welfare plan

Signals · 1

43% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$138.3M

Net assets (EOY)

$137.5M

How this plan invests

This plan

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL HUDSON GAS & ELECTRIC CORPORATION.

Plan sponsor

Name

CENTRAL HUDSON GAS & ELECTRIC CORPORATION

EIN

14-0555980

Address

284 SOUTH AVENUE · POUGHKEEPSIE, NY · 12601

Phone

(845) 452-2000

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-05

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4H · Long-Term Disability

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

CARON & BLETZER PLLC

Trustee / custodian

Service providers (Schedule C)

4 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
STATE STREET BANK AND TRUST COMPANY	04-1867445	—	TRUSTEE	$20K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER	13-2834414	—	ACTUARY	$33K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

6 direct securities· $138.3M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Institutional Index Institutional Fund "	—	—	$28.6M	$59.7M	43.2%
Vanguard Total Bond Market Index Institutional Fund "	—	—	$24.6M	$21.3M	15.4%
Dodge & Cox Income I Fund "	—	—	$21.4M	$20.3M	14.7%
Vanguard Developed Markets Index Institutional Fund "	—	—	$16.3M	$20.0M

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