Mystic, 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, Mystic, CT has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $221,492,777 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $221,492,777
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $221,492,777
Contributions & income
- Employer contributions
- $2,987,311
- Participant contributions
- $4,900,961
- Total income / additions
- $37,503,217
Expenses & distributions
- Benefits paid / distributions
- $11,826,546
- Total expenses
- $12,091,375
- Net increase / (decrease)
- $25,411,842
Coverage
- Total reported participants
- 3,196
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mystic, 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 |
|---|---|---|---|
| Cais Multiple Employer Plan | Connecticut Association Of Independent Schools, Inc | $183,261,809 | 2023 |
| Mystic Seaport Museum Dc Retirement Plan | Mystic Seaport Museum, Inc. | $26,619,057 | 2023 |
| Sea Research Foundation, Inc. 401(K) Profit Sharing Plan | Sea Research Foundation, Inc. | $5,947,574 | 2023 |
| Acme Wire Products Co., Inc. Employees Savings Trust | Acme Wire Products Co., Inc. | $5,663,304 | 2023 |
| Karma Life LLC 401(K) Profit Sharing Plan & Trust | Karma Life LLC | $1,033 | 2023 |
| Mystic Seaport Museum Health & Welfare Benefits Plan | Mystic Seaport Museum, Inc. | not reported in the loaded dataset | 2023 |
| Sea Research Foundation, Inc., Dba Mystic Aquarium Welfare Benefit Plan | Sea Research Foundation, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Mystic → · Mystic plans by participants → · Mystic plans with financial data → · Mystic plans with provider compensation → · $1B+ plans in Mystic →
Related Form 5500 pages
- All CT Form 5500 filings
- Cais Multiple Employer Plan (plan 333)
- Connecticut Association Of Independent Schools, Inc — all reported plans
- Mystic Seaport Museum Dc Retirement Plan (plan 003)
- Mystic Seaport Museum, Inc. — all reported plans
- Sea Research Foundation, Inc. 401(K) Profit Sharing Plan (plan 002)
- Sea Research Foundation, Inc. — all reported plans
- Acme Wire Products Co., Inc. Employees Savings Trust (plan 001)
- Acme Wire Products Co., Inc. — all reported plans
- Karma Life LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Karma Life LLC — all reported plans
- Mystic Seaport Museum Health & Welfare Benefits Plan (plan 511)
- Sea Research Foundation, Inc., Dba Mystic Aquarium Welfare Benefit Plan (plan 508)
- Methodology
- Data sources