Trumbull, 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, Trumbull, CT has 25 loaded benefit plan(s) reported by 18 plan sponsor(s), with $163,665,568 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $163,665,568
- Total reported liabilities (EOY)
- $156,991
- Total reported net assets (EOY)
- $163,508,577
Contributions & income
- Employer contributions
- $2,946,200
- Participant contributions
- $6,963,734
- Total income / additions
- $30,037,350
Expenses & distributions
- Benefits paid / distributions
- $13,652,687
- Total expenses
- $14,067,286
- Net increase / (decrease)
- $15,970,064
Coverage
- Total reported participants
- 6,328
- Plans with financial statements
- 19
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Trumbull, 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 |
|---|---|---|---|
| Ff Realty Inc Trust | Ff Realty Inc | $64,693,927 | 2023 |
| Total Team Solutions 401(K) Retirement Plan | Lynn Group, Inc. D/B/A Total Team Solutions | $41,385,328 | 2023 |
| Healthplanone, LLC 401(K) Plan | Healthplanone, LLC | $17,026,259 | 2023 |
| The Kennedy Collective, Inc. 401(K) Plan | The Kennedy Collective, Inc. | $11,530,341 | 2023 |
| Tm3 Systems Inc 401(K) Profit Sharing Plan & Trust | Tm3 Systems Inc | $8,616,696 | 2023 |
| Cjf, Inc. 401(K) Profit Sharing Plan | Cjf, Inc. | $7,598,312 | 2023 |
| Scs Direct 401(K) Plan | Scs Direct Inc. | $3,540,761 | 2023 |
| Cts, Inc. 403(B) Plan | Coordinated Transportation Solutions, Inc. | $2,642,194 | 2023 |
| Rotunno Technical Services, Inc. 401k Profit Sharing Plan | Rotunno Technical Services, Inc. | $2,136,957 | 2023 |
| Shareef Jandali Plastic Surger 401(K) Profit Sharing Plan & Trust | Shareef Jandali Plastic Surger | $1,960,915 | 2023 |
| The Kennedy Center, Inc. 403(B) Retirement Plan | The Kennedy Center, Inc. | $1,049,435 | 2023 |
| Medha Kids Tech Inc. Retirement Plan | Medha Kids Tech Inc. | $589,794 | 2023 |
| The Historical Christmas Barn, Inc - Pension Transfer Trust Plan | The Historical Christmas Barn, Inc. | $432,867 | 2023 |
| Petiprin Ventures Inc. Retirement Plan | Petiprin Ventures Inc. | $382,202 | 2023 |
| Broken Krayrons Inc 401(K) Plan | Broken Krayrons Inc | $79,580 | 2023 |
| The Kennedy Center, Inc. Retirement Plan | The Kennedy Center, Inc. | $0 | 2023 |
| Gre Profit Sharing Plan | Get Real Estate, Inc. | $0 | 2023 |
| Care And Respite Enterprises, Inc. Retirement Plan | Care And Respite Enterprises, Inc. | $0 | 2023 |
| Gautam Family Ventures Corp Retirement Plan | Gautam Family Ventures Corp | $0 | 2023 |
| The Lynn Group Dba Total Team Solutions Employee Benefits Plan | The Lynn Group Dba Total Team Solutions | not reported in the loaded dataset | 2023 |
| Scs Direct Inc. Life And Ad&D Plan | Scs Direct Inc. | not reported in the loaded dataset | 2023 |
| Coordinated Transportation Solutions, Inc. Employee Benefits Plan | Coordinated Transportation Solutions, Inc. | not reported in the loaded dataset | 2023 |
| Lex Products Corporation Health Plans | Lex Tm3, LLC | not reported in the loaded dataset | 2023 |
| Healthplanone, LLC Health And Welfare Plan | Healthplanone, LLC | not reported in the loaded dataset | 2023 |
| The Kennedy Collective Health Benefits Plan | The Kennedy Collective | not reported in the loaded dataset | 2023 |
Largest plans in Trumbull → · Trumbull plans by participants → · Trumbull plans with financial data → · Trumbull plans with provider compensation → · $1B+ plans in Trumbull →
Related Form 5500 pages
- All CT Form 5500 filings
- Ff Realty Inc Trust (plan 001)
- Ff Realty Inc — all reported plans
- Total Team Solutions 401(K) Retirement Plan (plan 333)
- Lynn Group, Inc. D/B/A Total Team Solutions — all reported plans
- Healthplanone, LLC 401(K) Plan (plan 001)
- Healthplanone, LLC — all reported plans
- The Kennedy Collective, Inc. 401(K) Plan (plan 003)
- The Kennedy Collective, Inc. — all reported plans
- Tm3 Systems Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Tm3 Systems Inc — all reported plans
- Cjf, Inc. 401(K) Profit Sharing Plan (plan 001)
- Cjf, Inc. — all reported plans
- Scs Direct 401(K) Plan (plan 002)
- Scs Direct Inc. — all reported plans
- Cts, Inc. 403(B) Plan (plan 001)
- Coordinated Transportation Solutions, Inc. — all reported plans
- Rotunno Technical Services, Inc. 401k Profit Sharing Plan (plan 001)
- Rotunno Technical Services, Inc. — all reported plans
- Shareef Jandali Plastic Surger 401(K) Profit Sharing Plan & Trust (plan 001)
- Shareef Jandali Plastic Surger — all reported plans
- The Kennedy Center, Inc. 403(B) Retirement Plan (plan 002)
- Medha Kids Tech Inc. Retirement Plan (plan 001)
- Medha Kids Tech Inc. — all reported plans
- The Historical Christmas Barn, Inc - Pension Transfer Trust Plan (plan 001)
- The Historical Christmas Barn, Inc. — all reported plans
- Petiprin Ventures Inc. Retirement Plan (plan 001)
- Petiprin Ventures Inc. — all reported plans
- Broken Krayrons Inc 401(K) Plan (plan 001)
- Broken Krayrons Inc — all reported plans
- Methodology
- Data sources