Lakeville, 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, Lakeville, CT has 7 loaded benefit plan(s) reported by 3 plan sponsor(s), with $181,326,722 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $181,326,722
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $181,326,722
Contributions & income
- Employer contributions
- $4,098,545
- Participant contributions
- $4,833,705
- Total income / additions
- $32,677,704
Expenses & distributions
- Benefits paid / distributions
- $41,277,258
- Total expenses
- $41,596,345
- Net increase / (decrease)
- -$8,918,641
Coverage
- Total reported participants
- 2,084
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lakeville, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Hotchkiss School 403(B) Retirement Plan | The Hotchkiss School | $167,347,946 | 2023 |
| Indian Mountain School Retirement Plan For Faculty And Administrators | Indian Mountain School | $10,150,565 | 2023 |
| Salisbury Bank And Trust Company Employee Stock Ownership Plan | Salisbury Bank And Trust Co. | $3,828,211 | 2023 |
| Salisbury Bank & Trust Co. 401(K) Profit Sharing Plan | Salisbury Bank & Trust Co. | $0 | 2023 |
| Salisbury Bank And Trust | Salisbury Bank And Trust | not reported in the loaded dataset | 2023 |
| The Hotchkiss School Health And Welfare Plan | The Hotchkiss School | not reported in the loaded dataset | 2023 |
| The Hotchkiss School Prmb | The Hotchkiss School | not reported in the loaded dataset | 2023 |
Largest plans in Lakeville → · Lakeville plans by participants → · Lakeville plans with financial data → · Lakeville plans with provider compensation → · $1B+ plans in Lakeville →
Related Form 5500 pages
- All CT Form 5500 filings
- The Hotchkiss School 403(B) Retirement Plan (plan 005)
- The Hotchkiss School — all reported plans
- Indian Mountain School Retirement Plan For Faculty And Administrators (plan 001)
- Indian Mountain School — all reported plans
- Salisbury Bank And Trust Company Employee Stock Ownership Plan (plan 004)
- Salisbury Bank And Trust Co. — all reported plans
- Salisbury Bank & Trust Co. 401(K) Profit Sharing Plan (plan 003)
- Salisbury Bank And Trust (plan 501)
- The Hotchkiss School Health And Welfare Plan (plan 505)
- The Hotchkiss School Prmb (plan 509)
- Methodology
- Data sources