Plan Snapshot
- Plan Sponsor: Connecticut Natural Gas Corporation
- Sponsor EIN: 060383860
- Sponsor Address: 180 MARSH HILL ROAD, ORANGE, CT, 06477
- Plan Type: DB
- Total Participants: 141
- Total Assets: $162.9M
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. |
|---|---|---|---|---|
| 2024 | 141 | $162.9M | $10.6M | $0 |
| 2023 | 152 | $163.4M | $4.8M | $0 |
| 2022 | 159 | $157.5M | $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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | Auditor | $51,451 | — | $51,451 |
| MERCER INVESTMENTS | Other Service Provider | $45,515 | — | $45,515 |
| NORTHERN TRUST COMPANY | Other Service Provider | $43,558 | — | $43,558 |
| PACIFIC INVESTMENT MANAGEMENT CO. | Other Service Provider | $41,158 | — | $41,158 |
| NISA | Other Service Provider | $40,029 | — | $40,029 |
| BONADIO & CO., LLP | Auditor | $27,984 | — | $27,984 |
| GRANAHAN INVESTMENT | Other Service Provider | $27,511 | — | $27,511 |
| SEGALL BRYANT & HAMILL INV. COUNSEL | Other Service Provider | $26,887 | — | $26,887 |
| BLACKROCK | Other Service Provider | $23,658 | — | $23,658 |
| UBS GLOBAL ASSET MANAGEMENT | Investment Advisor | $22,651 | — | $22,651 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — Auditor
- BONADIO & CO., LLP — Auditor
- UBS GLOBAL ASSET MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $350,402
- Estimated Expense Ratio: 0.215% 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 |
|---|---|---|---|---|---|
| 2024 | $916,068 | $227,754 | — | $27,984 | — |
| 2023 | $940,405 | $197,875 | — | $36,757 | — |
| 2022 | $435,893 | $63,480 | — | — | $119,965 |