Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $157.7M assets / 760 participants
Share of aggregate retirement assets
Active + retired + deferred vested
3 plans / $832K premiums / 1,542 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Mixed - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE CONNECTICUT WATER COMPANY EMPLOYEES' RETIREMENT PLAN | Traditional DB | $95.8M | 336 | 2025 |
| #003 | SAVINGS PLAN OF THE CONNECTICUT WATER COMPANY | 401(k) | $61.9M | 424 | 2024 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CONNECTICUT WATER COMPANY GROUP LIFE INSURANCE, AD&D, AND LONG TERM DISABILITY PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $801K | 1,135 | 2025 |
| #503 | SALARY REDUCTION PLAN FOR GROUP HEALTH PREMIUMS AND FLEX SPENDING ACCOUNT | Mixed | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $31K | 407 | 2025 |
| #509 | THE CONNECTICUT WATER COMPANY WELFARE BENEFITS PLAN FOR RETIREES | Self-funded | - | $0 | 0 | 2025 |