Putnam, 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, Putnam, CT has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $83,028,276 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$83,028,276
Total reported liabilities (EOY)
$8,157
Total reported net assets (EOY)
$83,020,119

Contributions & income

Employer contributions
$1,542,294
Participant contributions
$4,077,114
Total income / additions
$18,849,587

Expenses & distributions

Benefits paid / distributions
$6,308,948
Total expenses
$6,528,501
Net increase / (decrease)
$12,321,086

Coverage

Total reported participants
2,893
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Putnam, 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 Putnam, CT
PlanSponsorReported assets (EOY)Year
Day Kimball Hospital Defined Contribution PlanDay Kimball Hospital$56,376,8792023
Foster Corporation 401(K) PlanFoster Corporation$16,886,2732023
Rawson Employees' 401(K) Profit Sharing PlanStrategic Commercial Realty Inc. D/B/A Rawson Materials$9,765,1242023
Day Kimball Hospital Employee Health PlanDay Kimball Hospitalnot reported in the loaded dataset2023
Foster Corporation Health And Welfare PlanFoster Corporationnot reported in the loaded dataset2023
Foster CorporationFoster Corporationnot reported in the loaded dataset2023

Related Form 5500 pages