Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
AQUARION WATER COMPANY
EIN 06-0852232UtilitiesLatest filing 2024
Plans
5
Retirement
2
$259.0M assets
Welfare
3
$10.6M premiums
Participants
1,912
835 MAIN STREET - BRIDGEPORT, CT 066044914203-362-3000
Retirement portfolio analytics
2 plans aggregated / $259.0M assets / 990 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
58%top
- (Not disclosed)58%
- T ROWE PRICE RPS INC42%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $10.6M premiums / 731 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.4M
- Life$648K
- Long-term disability$509K
- Short-term disability$402K
- Other$402K
- Prescription drug$317K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
83%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY83%
- UNITED HEALTHCARE INSURANCE COMPANY9%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
- EYEMED VISION CARE1%
- OXFORD HEALTH INSURANCE, INC.0%
Broker market share
Schedule A broker compensation
91%top
- BROWN & BROWN INSURANCE SERVICES91%
- UMR, INC.9%
- MERCER HEALTH AND BENEFITS, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF AQUARION COMPANY
TraditionalDB
Assets$151.1M
Participants517
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY
401k
Assets$108.0M
Participants473
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AQUARION COMPANY INSURANCE PLAN
Mixed - CIGNA HEALTH & LIFE INSURANCE COMPA
Premiums$8.1M
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA, & NH
Mixed - CIGNA HEALTH & LIFE INSURANCE COMPANY (CIGNA)
Premiums$2.1M
Covered lives39
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
AQUARION COMPANY UMBRELLA WELFARE BENEFIT PLAN
Fully Insured - LINCOLN FINANCAL GROUP
Premiums$402K
Covered lives435
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF AQUARION COMPANY | TraditionalDB | $151.1M | 517 | 2024 | |
| 006 | SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY | 401k | $108.0M | 473 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AQUARION COMPANY INSURANCE PLAN | Mixed | CIGNA HEALTH & LIFE INSURANCE COMPA | $8.1M | 257 | 2024 | |
| 502 | MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA, & NH | Mixed | CIGNA HEALTH & LIFE INSURANCE COMPANY (CIGNA) | $2.1M | 39 | 2024 | |
| 504 | AQUARION COMPANY UMBRELLA WELFARE BENEFIT PLAN | Fully Insured | LINCOLN FINANCAL GROUP | $402K | 435 | 2024 |
Retirement plans
Welfare plans