Plan Snapshot
- Plan Sponsor: The United Illuminating Company
- Sponsor EIN: 060571640
- Sponsor Address: 180 MARSH HILL ROAD, ORANGE, CT, 06477
- Plan Type: DB
- Total Participants: 132
- Total Assets: $300.6M
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. |
|---|---|---|---|---|
| 2024 | 132 | $300.6M | $21.4M | $0 |
| 2023 | 153 | $300.5M | $6.0M | $0 |
| 2022 | 169 | $290.2M | $10.2M | $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 | $97,509 | — | $97,509 |
| MERCER | Other Service Provider | $86,364 | — | $86,364 |
| PACIFIC INVESTMENT MANAGEMENT | Other Service Provider | $79,559 | — | $79,559 |
| NISA | Other Service Provider | $75,475 | — | $75,475 |
| NORTHERN TRUST COMPANY | Other Service Provider | $75,319 | — | $75,319 |
| GRANAHAN INVESTMENT MANAGEMENT CO. | Other Service Provider | $57,982 | — | $57,982 |
| SEGALL BRYANT & HAMILL INV. COUNSEL | Other Service Provider | $49,346 | — | $49,346 |
| BLACKROCK INVESTMENT | Other Service Provider | $43,986 | — | $43,986 |
| UBS GLOBAL ASSET MANAGEMENT | Investment Advisor | $42,010 | — | $42,010 |
| THE BONADIO GROUP, LLP | Auditor | $17,867 | — | $17,867 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — Auditor
- UBS GLOBAL ASSET MANAGEMENT — Investment Advisor
- THE BONADIO GROUP, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $625,417
- Estimated Expense Ratio: 0.208% 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 | $1,455,030 | $434,722 | — | $17,867 | — |
| 2023 | $1,362,278 | $378,668 | — | $16,525 | — |
| 2022 | $1,383,357 | $261,247 | — | — | $338,698 |