Avon, CT Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Avon, CT has 16 loaded benefit plan(s) reported by 13 plan sponsor(s), with $234,127,441 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
13
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$234,127,441
Total reported liabilities (EOY)
$2,990
Total reported net assets (EOY)
$234,124,451

Contributions & income

Employer contributions
$7,333,227
Participant contributions
$11,534,920
Total income / additions
$50,522,567

Expenses & distributions

Benefits paid / distributions
$22,405,843
Total expenses
$22,804,680
Net increase / (decrease)
$27,717,887

Coverage

Total reported participants
7,702
Plans with financial statements
14
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Avon, CT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Avon, CT
PlanSponsorReported assets (EOY)Year
Apple Health Care, Inc. 401(K) Security ExpressApple Health Care, Inc.$77,190,2342023
Avon Old Farms School Defined Contribution Retirement PlanAvon Old Farms School, Inc.$52,444,6212023
Orafol Americas Inc. 401(K) Retirement PlanOrafol Americas Inc.$50,907,6562023
Benistar Admin Services, Inc. Employee Stock Ownership PlanBenistar Admin Services, Inc.$10,910,0862023
Norwich Commercial Group, Inc. 401(K) PlanNorwich Commercial Group, Inc$10,869,6452023
Mintz & Hoke Inc. Profit Sharing/Tax-Deferred Savings PlanMintz & Hoke Inc.$10,005,9812023
Avon & West Hartford Health Centers 401(K) PlanAvon Convalescent Home, Inc.$8,879,4672023
Legere Group, Ltd. 401(K) Profit Sharing PlanLegere Group, Safe Harbor$8,423,1462023
Legere/Ricketson 401(K) Retirement Plan For Union EmployeesLegere Group, Union$1,664,9732023
E&V Partners, Inc. 401(K) Profit Sharing PlanE&V Partners, Inc.$1,320,1342023
Kemlyn Road Corporation Retirement PlanKemlyn Road Corporation$1,012,1312023
Everything Imagination, Inc. Retirement PlanEverything Imagination, Inc.$389,0222023
Charter Oak Landscape, Inc. Profit Sharing Plan & TrustCharter Oak Landscape, Inc.$110,3442023
Brf Property Management, Inc. 401k PlanBrf Property Management, Inc.$12023
Norwich Commercial Group, Inc. Employee Benefit PlanNorwich Commercial Group, Inc.not reported in the loaded dataset2023
Apple Health Care, Inc. Section 125 PlanApple Health Care, Inc.not reported in the loaded dataset2023

Related Form 5500 pages