Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CONNECTICUT WATER COMPANY
EIN 06-0713930utilitiesLatest filing 2025
Plans
5
Retirement
2
$154.2M assets
Welfare
3
$832K premiums
Participants
1,665
Retirement portfolio analytics
2 plans aggregated / $154.2M assets / 774 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $832K premiums / 1,542 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$801K
- Long-term disability$801K
- Other$801K
- Vision$31K
Carrier market share
Premium dollars by Schedule A carrier
96%top
- SUN LIFE ASSURANCE COMPANY OF CANADA96%
- EYEMED VISION CARE4%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE CONNECTICUT WATER COMPANY EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$92.3M
Participants350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SAVINGS PLAN OF THE CONNECTICUT WATER COMPANY
401k
Assets$61.9M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CONNECTICUT WATER COMPANY GROUP LIFE INSURANCE, AD&D, AND LONG TERM DISABILITY PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$801K
Covered lives1,135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
SALARY REDUCTION PLAN FOR GROUP HEALTH PREMIUMS AND FLEX SPENDING ACCOUNT
Mixed - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.
Premiums$31K
Covered lives407
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
THE CONNECTICUT WATER COMPANY WELFARE BENEFITS PLAN FOR RETIREES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CONNECTICUT WATER COMPANY EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $92.3M | 350 | 2024 | |
| 003 | SAVINGS PLAN OF THE CONNECTICUT WATER COMPANY | 401k | $61.9M | 424 | 2024 |
Welfare plans3
| 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 | 2024 |
Retirement plans
Welfare plans