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Employer · plans filed under one EIN

Iroquois Pipeline Operating Company

Shelton, CT · Utilities

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$88.7Mnet assets across plans
257participant records175 active
$1.8Memployer contributions, latest plan years$10,337 per active record
$172KSchedule C compensation to organisations$669.22 per participant record

Iroquois Pipeline Operating Company, based in Shelton, Connecticut, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 257 participant records and $88.7M in net assets.

The largest is Iroquois Pipeline Operating Company Cash Balance Retirement Plan, a cash balance pension plan with 144 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.8M and participant contributions $1.3M in the latest plan years; benefits paid were $8.1M. Schedule C compensation reported to service provider organisations totalled $172K.

Combined net assets moved from $26.5M in 2009 to $88.7M in 2024 (up 234%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Iroquois Pipeline Operating Company Cash Balance Retirement Plancash balance pension plan2024144$49.4M$342,808$13,953$113K
Iroquois Pipeline Operating Company Savings Plan401(k) plan2024113$39.3M$347,959$6,843$59K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $26.5M2010: $30.8M2011: $31.1M2012: $34.4M2013: $39.4M2014: $43.0M2015: $43.5M2016: $48.5M2017: $57.1M2018: $52.3M2019: $63.4M2020: $74.9M2021: $87.2M2022: $75.8M2023: $81.6M2024: $88.7M$26.5M$88.7M20092012201620202024
Combined net assets
2009: 2642010: 2632011: 2632012: 2512013: 2422014: 2442015: 2422016: 2432017: 2442018: 2252019: 2332020: 2282021: 2362022: 2472023: 2512024: 25726425720092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242257$88.7M$1.8M$1.3M
20232251$81.6M$1.9M$1.3M
20222247$75.8M$1.9M$1.2M
20212236$87.2M$1.9M$1.2M
20202228$74.9M$1.9M$1.2M
20192233$63.4M$1.7M$1.1M
20182225$52.3M$1.7M$995K
20172244$57.1M$1.8M$958K
20162243$48.5M$1.8M$994K
20152242$43.5M$1.7M$941K
20142244$43.0M$1.5M$884K
20132242$39.4M$1.6M$833K
20122251$34.4M$1.6M$908K
20112263$31.1M$1.7M$918K
20102263$30.8M$1.5M$932K
20092264$26.5M$2.0M$855K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
USI Advisors, Inc.Investment advisory (plan)2$151,228
Fidelity Investments InstitutionalParticipant loan processing1$13,029
Charles Schwab Trust BankTrustee (bank, trust company, or similar financial institution)1$7,732

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

USI Advisors, Inc.$151K
Fidelity Investments Institutional$13K
Charles Schwab Trust Bank$7,732

Questions and answers

How many retirement plans does Iroquois Pipeline Operating Company have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Iroquois Pipeline Operating Company Cash Balance Retirement Plan and Iroquois Pipeline Operating Company Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Iroquois Pipeline Operating Company contribute to its plans?

$1,809,002 in employer contributions across these plans in their latest plan years, about $10,337 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name USI Advisors, Inc., Fidelity Investments Institutional and Charles Schwab Trust Bank. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.