Back to filter
Original filing (PDF)20251014083441NAL0005083266001
HUBBELL CARIBE LIMITED
Form 5500
FILING_RECEIVED
HUBBELL CARIBE,INC. EMPLOYEES' RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
35% in single holding
Active participants
535
Accounts w/ balance
1,036
Plan assets (EOY)
$25.4M
Net assets (EOY)
$25.4M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T. Rowe Price Stable Value Fund - E" is 35% of plan.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUBBELL CARIBE LIMITED.
Plan sponsor
Name
HUBBELL CARIBE LIMITED
EIN
98-0470569
Address
40 WATERVIEW DRIVE · PO BOX 1000 · SHELTON, CT · 06484
Phone
(475) 882-4000
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $800 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF OCONNOR DAVIES | — | DEPTFORD, NJ | NONE | $24K | — |
| T. ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $15K | — |
Investments
26 direct securities · 1 pooled fund· $24.6M(97% 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
$15.6M
25 holdings
Common Collective Trust
$8.9M
1 holding
Mutual Funds
$35K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $8.9M | $8.9M | 35.2% | |
| T. Rowe Price Retirement 2040 Fund | — | — | $98K | $3.0M | 11.8% | |
| T. Rowe Price Retirement 2030 Fund | — | — | $87K | $2.2M | 8.8% | |
| T. Rowe Price Retirement 2035 Fund | — | — | $105K | $2.2M | 8.7% | |
| T. Rowe Price Retirement 2045 Fund | — | — | $65K | $1.4M | 5.7% | |
| T. Rowe Price Retirement 2025 Fund | — | — | $69K | $1.1M | 4.5% | |
| T. Rowe Price Equity Index 500 Fund | — | — | $7K | $1.0M | 4.1% | |
| LOAN FUND LOANS | — | — | $726K | $726K | 2.9% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | $7K | $653K | 2.6% | |
| T. Rowe Price Growth Stock Fund | — | — | $6K | $638K | 2.5% | |
| T. Rowe Price Retirement 2050 Fund | — | — | $33K | $617K | 2.4% | |
| T. Rowe Price Retirement 2055 Fund | — | — | $22K | $446K | 1.8% | |
| T. Rowe Price Retirement 2020 Fund | — | — | $11K | $213K | 0.8% | |
| T. Rowe Price Retirement 2060 Fund | — | — | $13K | $210K | 0.8% | |
| U.S. Treasury Money Fund | — | — | $185K | $185K | 0.7% | |
| T. Rowe Price International Equity Index | — | — | $11K | $169K | 0.7% | |
| Macquarie Small Cap Value Institutional | — | — | $2K | $135K | 0.5% | |
| T. Rowe Price Retirement 2010 Fund | — | — | $9K | $131K | 0.5% | |
| T. Rowe Price Retirement 2065 Fund | — | — | $10K | $128K | 0.5% | |
| T. Rowe Price Value Fund | — | — | $2K | $88K | 0.3% | |
| American Europacific Growth R4 | — | — | $1K | $55K | 0.2% | |
| S SHARES/UNITS T. Rowe Price Inflation Protected Bond Fund | Mutual Funds | — | $3K | $35K | 0.1% | |
| iShares U.S. Aggregate Cl A 435 Hartford World Bond Fund R5 769 JPMorgan Core Plus Bond Class I | — | — | $5K | $35K | 0.1% | |
| T. Rowe Price Retirement 2005 Fund | — | — | $3K | $32K | 0.1% | |
| T. Rowe Price Retirement 2015 Fund | — | — | $2K | $30K | 0.1% | |
| iShares Russell Small/Mid Cap Index Inv A 228 | — | — | $4K | $4K | <0.1% | |
| T. Rowe Price Retirement Balanced Inv 197 | — | — | $3K | $3K | <0.1% |