Plan Snapshot
- Plan Sponsor: The Southern Connecticut Gas Company
- Sponsor EIN: 060835501
- Sponsor Address: 180 MARSH HILL ROAD, ORANGE, CT, 06477
- Plan Type: DB
- Plan Number: 003
- Total Participants: 121
- Total Assets: $98.8M
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 | 121 | $98.8M | $3.3M | $0 |
| 2022 | 131 | $94.2M | $653,000 | $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 LLC | Auditor | $50,327 | — | $50,327 |
| BONADIO & CO., LLP | Auditor | $32,417 | — | $32,417 |
| NORTHERN TRUST | Other Service Provider | $24,186 | — | $24,186 |
| PACIFIC INVESTMENT MANAGEMENT CO | Other Service Provider | $21,735 | — | $21,735 |
| SEGALL BRYANT & HAMILL INV. COUNSEL | Other Service Provider | $19,280 | — | $19,280 |
| NISA | Other Service Provider | $19,117 | — | $19,117 |
| BLACKROCK INVESTMENT | Other Service Provider | $16,307 | — | $16,307 |
| GRANAHAN INVESTMENT | Other Service Provider | $11,687 | — | $11,687 |
| MERCER | Investment Advisor | $10,854 | — | $10,854 |
| UBS GLOBAL ASSET MANAGEMENT | Investment Advisor | $9,615 | — | $9,615 |
| NEPC, LLC | Recordkeeper | $9,398 | — | $9,398 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLC — Auditor
- BONADIO & CO., LLP — Auditor
- MERCER — Investment Advisor
- UBS GLOBAL ASSET MANAGEMENT — Investment Advisor
- NEPC, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $224,923
- Estimated Expense Ratio: 0.228% 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 | $712,317 | $119,520 | — | $32,417 | — |
| 2022 | $307,740 | $39,455 | — | — | $61,799 |