How many benefit plans does Connex Credit Union, Inc. report on Form 5500?

Connex Credit Union, Inc. (EIN 06-0655052) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Connex Credit Union, Inc.?

The Employer Identification Number (EIN) reported for Connex Credit Union, Inc. is 06-0655052.

What is the latest Form 5500 filing year for Connex Credit Union, Inc.?

The latest loaded Form 5500 filing year for Connex Credit Union, Inc. is 2023.

Connex Credit Union, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Connex Credit Union, Inc. (EIN 06-0655052) is a plan sponsor located in North Haven, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 06-0655052
Location: North Haven, CT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $18,096,031
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $18,096,031

Contributions & income

Employer contributions: $298,093
Participant contributions: $710,690
Total income / additions: $3,483,553

Expenses & distributions

Benefits paid / distributions: $566,168
Total expenses: $569,090
Net increase / (decrease): $2,914,463

Coverage

Total reported participants: 337
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Connex Credit Union, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Connex Credit Union, Inc. 401(K) Plan And Trust	002	190	$18,096,031	2023
Connex Credit Union, Inc. Health & Welfare Benefits Plan	501	147	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Connex Credit Union, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Connex Credit Union, Inc. Health & Welfare Benefits Plan	147	—	20240826105101NAL0017352304001
2023	Connex Credit Union, Inc. 401(K) Plan And Trust	190	H, C	20241003095708NAL0005641155001