New Canaan, 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, New Canaan, CT has 17 loaded benefit plan(s) reported by 12 plan sponsor(s), with $445,030,271 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
12
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$445,030,271
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$445,030,271

Contributions & income

Employer contributions
$12,041,904
Participant contributions
$17,848,558
Total income / additions
$96,796,657

Expenses & distributions

Benefits paid / distributions
$48,394,567
Total expenses
$48,785,388
Net increase / (decrease)
$48,011,269

Coverage

Total reported participants
5,317
Plans with financial statements
12
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Canaan, 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 New Canaan, CT
PlanSponsorReported assets (EOY)Year
Moran Towing Corporation 401(K) PlanMoran Towing Corporation$235,503,1842023
New Canaan Country School Dc Retirement PlanNew Canaan Country School, Inc.$56,567,7472023
St. Luke'S Foundation, Inc. Retirement PlanSt. Lukes Foundation, Inc.$41,937,0802023
401(K) Profit-Sharing Plan For Employees Of The Silver Hill Hospital,The Silver Hill Hospital, Inc.$25,013,1682023
Hobbs, Inc. 401k Profit Sharing PlanHobbs, Inc.$23,182,9422023
Waveny Care Center Tax Sheltered Annuity PlanWaveny Care Center$17,844,4892023
Bankwell Financial Group, Inc. And Its Subsidiaries And Affiliates 401(K) PlanBankwell Financial Group, Inc.$13,545,9672023
Baker Companies 401(K) PlanBaker Companies Inc.$12,997,0252023
Boom, LLC 401k/Profit SharingBoom, LLC$9,218,8652023
Stadium Capital Management, LLC 401(K) Profit Sharing PlanStadium Capital Management, LLC$5,011,1542023
The Retirement Savings Plan For Employees Of The Country Club Of New CanaanThe Country Club Of New Canaan$2,776,5352023
Moran San Juan, Inc. Retirement PlanMoran Towing Corporation$1,432,1152023
Silver Hill Flex-Benefits PlanSilver Hill Hospital, Inc.not reported in the loaded dataset2023
Waveny Care Center Health PlanWaveny Care Centernot reported in the loaded dataset2023
New Canaan Country School Medical PlanNew Canaan Country School, Incnot reported in the loaded dataset2023
Bankwell Financial Group Health And Welfare PlanBankwell Financial Group, Inc.not reported in the loaded dataset2023
Moran Towing Corporation Life Insurance And Health PlanMoran Towing Corporationnot reported in the loaded dataset2023

Related Form 5500 pages