Back to filter
Original filing (PDF)20250715141224NAL0001374723001
WESTERN CONNECTICUT HEALTH NETWORK, INC.
Form 5500
FILING_RECEIVED
WESTERN CONNECTICUT HEALTH NETWORK PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
1,570
Accounts w/ balance
0
Plan assets (EOY)
$964.1M
Net assets (EOY)
$963.0M
How this plan invests
This plan
12 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 33 bps in Schedule C fees — 453% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN CONNECTICUT HEALTH NETWORK, INC..
Plan sponsor
Name
WESTERN CONNECTICUT HEALTH NETWORK, INC.
EIN
22-2594977
Address
100 RESERVE ROAD, 3RD FLOOR J POD · DANBURY, CT · 068106099
Phone
(203) 739-4593
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI TRUST COMPANY | 94-6751924 | — | INVESTMENT MANAGEMENT | $1.1M | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | INVESTMENT MANAGEMENT | $273K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL COSTODIAL SOLUTIONS | 51-0099493 | — | TRUSTEE | $364K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARCUM LLP | 11-1986323 | — | ACCOUNTANT | $59K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC LLC | 26-1429809 | — | CONSULTING | $1.4M | — |
Investments
12 pooled funds· $620.3M(64% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SSGA LONG US TREASURY INDEX LENDING RUSSELL INVESTMENTS · EIN 04-0025081 / PN 479 | Common Collective Trust | $174.6M | 18.1% |
| METLIFE LONG CREDIT COLLECTIVE SEI TRUST COMPANY · EIN 46-2596644 / PN 062 | Common Collective Trust | $159.0M | 16.5% |
| WTC-CIF II US INV GRADE INT WELLINGTON TRUST CO · EIN 04-6913417 / PN 206 | Common Collective Trust | $89.5M | 9.3% |
| SSGA US TREASURY INDEX NL ST RUSSELL INVESTMENTS · EIN 85-1553502 / PN 001 | Common Collective Trust | $62.0M | 6.4% |
| SSGA S&P 500 FLAGSHIP NON LENDING RUSSELL INVESTMENTS · EIN 04-0025081 / PN 004 | Common Collective Trust | $28.1M | 2.9% |
| NEPC GLOBAL EQUITY NEPC COLLECTIVE INVESTMENT TRUST · EIN 86-6497312 / PN 001 | Common Collective Trust | $25.4M | 2.6% |
| NEPC DIVERSIFIED CREDIT CLASS A NEPC COLLECTIVE INVESTMENT TRUST · EIN 86-6497312 / PN 004 | Common Collective Trust | $18.7M | 1.9% |
| SSGA FTSE RAF US 1000 INDEX STATE STREET · EIN 04-0025081 / PN 015 | Common Collective Trust | $16.8M | 1.7% |
| NEPC EMERGING MKTS EQUITY NEPC COLLECTIVE INVESTMENT TRUST · EIN 86-6497312 / PN 002 | Common Collective Trust | $16.2M | 1.7% |
| NEPC US SMALL CAP EQUITY CLASS A NEPC COLLECTIVE INVESTMENT TRUST · EIN 86-6497312 / PN 003 | Common Collective Trust | $13.0M | 1.4% |
| SSGA MSCI EAFE 100% HEDGED TO USD RUSSELL INVESTMENTS · EIN 90-0337987 / PN 455 | Common Collective Trust | $10.0M | 1.0% |
| SILCHESTER INTL VALUE EQUITY SILCHESTER INTERNATIONAL INVESTORS · EIN 36-7045783 / PN 001 | Common Collective Trust | $7.0M | 0.7% |