Plan Snapshot
- Plan Sponsor: Berkshire Gas Company
- Sponsor EIN: 041731220
- Sponsor Address: 180 MARSH HILL ROAD, ORANGE, CT, 06477
- Plan Type: DB
- Plan Number: 002
- Total Participants: 48
- Total Assets: $27.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 48 | $27.6M | $1.2M | $0 |
| 2022 | 57 | $27.0M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE BONADIO GROUP, LLP | Auditor | $32,336 | — | $32,336 |
| NORTHERN TRUST | Other Service Provider | $13,334 | — | $13,334 |
| PRICEWATERHOUSECOOPERS, LLP | Auditor | $13,221 | — | $13,221 |
| PACIFIC INVESTMENT MANAGEMENT CO | Other Service Provider | $6,358 | — | $6,358 |
| NISA | Other Service Provider | $5,770 | — | $5,770 |
| SEGALL BRYANT & HAMILL INV. COUNSEL | Other Service Provider | $5,391 | — | $5,391 |
| MERCER | Investment Advisor | $5,246 | — | $5,246 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE BONADIO GROUP, LLP — Auditor
- PRICEWATERHOUSECOOPERS, LLP — Auditor
- MERCER — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,656
- Estimated Expense Ratio: 0.296% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $191,839 | $35,467 | — | $32,336 | — |
| 2022 | $214,464 | $16,921 | — | — | $38,391 |