DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
The Connecticut Water Company Employees' Retirement Plan
Corporate pensionClinton, CT
Assets
$92.3M
Total assets, Dec 31, 2024 reported
Funded
115.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Connecticut Water Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.8%
- Registered investment companies 97.1%
Consultants and advisers
3 firms
- Hooker & Holcombe Inc Actuarythrough Dec 31, 2022 Form 5500
- Bank of America Trusteethrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Transamerica Retirement Solutionsplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
32 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 359 | $89.0M | $65.1M | 115.2% | $92.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 370 | $82.9M | $66.3M | 116.3% | $89.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 386 | $110M | $66.0M | 129.8% | $82.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Transamerica Retirement Solutions codes 12 15 28 50 59 62 63 64 $69,814 PY2024
- USI Consulting Group, Inc. codes 11 $29,500 PY2024
- Bank of America codes 21 $29,471 PY2024
- Willis Towers Watson US LLC codes 13 $10,129 PY2024
- USI Consulting Group codes 11 PY2024
- Transamerica Retirement Solutions codes 12 15 28 50 59 62 63 64 $69,981 PY2023
- USI Consulting Group, Inc. codes 11 $31,300 PY2023
- Bank of America codes 21 $7,333 PY2023
- USI Consulting Group codes 11 PY2023
- Transamerica Retirement Solutions codes 12 15 28 50 59 62 63 64 $71,164 PY2022
- Hooker & Holcombe, Inc. codes 11 $31,300 PY2022
- Bank of America codes 21 $13,258 PY2022
- USI Consulting Group codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedThe Connecticut Water Company Employees' Retirement Plan funded ratio 129.8% -> 116.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Connecticut Water Company Employees' Retirement Plan plan assets $110M -> $83M (-24.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060713930-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.