Branford, 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, Branford, CT has 20 loaded benefit plan(s) reported by 17 plan sponsor(s), with $120,431,510 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
20
Plan sponsors
17
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$120,431,510
Total reported liabilities (EOY)
$97
Total reported net assets (EOY)
$115,771,869

Contributions & income

Employer contributions
$3,863,826
Participant contributions
$9,228,145
Total income / additions
$32,499,193

Expenses & distributions

Benefits paid / distributions
$15,846,356
Total expenses
$16,172,209
Net increase / (decrease)
$16,326,984

Coverage

Total reported participants
3,502
Plans with financial statements
17
Plans with provider compensation
9

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Branford, 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 Branford, CT
PlanSponsorReported assets (EOY)Year
Physicians Alliance Of Connecticut, LLC Retirement PlanPhysicians Alliance Of Connecticut, LLC$54,008,4852023
Canusa Hershman Recycling 401(K) PlanCanusa Hershman Recycling, LLC$11,465,6732023
Quantum-Si Incorporated 401(K) PlanQuantum-Si Incorporated$10,649,8842023
Bard Financial Services, Inc. 401(K) Profit Sharing Plan And TrustBard Financial Services, Inc.$9,895,2952023
A. Secondino & Son, Inc. 401(K) Retirement PlanA. Secondino & Son, Inc.$7,187,3412023
The Connecticut Hospice Inc. Tax Sheltered Annuity PlanThe Connecticut Hospice Inc$6,569,6102023
Hershman Capital Corp 401(K) Savings PlanHershman Capital Corp$6,107,9662023
Premier Auto Group 401k PlanPremier Automotive$3,843,4412023
Sarah Seneca Residential Services, Inc 401(K) Profit Sharing PlanSarah Seneca Residential Service, Inc$3,518,8762023
Brookside Import Specialties Profit Sharing PlanBrookside Import Specialties, Inc.$3,256,5132023
Owens, Renz And Lee 401(K) Profit Sharing PlanOwens, Renz And Lee$2,557,4332023
Amg Enterprises LLC 401(K) Profit Sharing Plan & TrustAmg Enterprises LLC$783,9032023
A.T.P. Auto And Truck Parts, Inc. 401(K) PlanA.T.P. Auto And Truck Parts, Inc.$349,7412023
Ct Shoreline Fitness, Inc. 401k Profit Sharing PlanCt Shoreline Fitness, Inc.$237,3492023
Evergreen Fibres, Inc. 401(K) Savings PlanEvergreen Fibres, Inc.$02023
The Connecticut Hospice, Inc. Pension PlanThe Connecticut Hospice Inc$02023
Isoplexis Corporation 401(K) PlanPhenomebio, Inc.$02023
Quantum Si, Incorporated Health And Welfare PlanQuantum Si, Incorporatednot reported in the loaded dataset2023
Pact, LLC Health And Welfare BenefitPhysicians Alliance Of Ct, LLC (Pact, LLC)not reported in the loaded dataset2023
The Connecticut Hospice Welfare Benefit PlanThe Connecticut Hospicenot reported in the loaded dataset2023

Related Form 5500 pages