2023 Form 5500 filing — Connecticut Legal Services, Inc. Defined Benefit Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008143434NAL0008465667001) for Connecticut Legal Services, Inc. Defined Benefit Pension Plan, reported by Connecticut Legal Services, Inc. under EIN 06-0955461 and plan number 002. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008143434NAL0008465667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Connecticut Legal Services, Inc.
- EIN
- 06-0955461
- Plan number
- 002
- Location
- Middletown, CT
- Participants
- 112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,104,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,104,748
- Employer contributions
- $627,904
- Total income / additions
- $2,207,320
- Benefits paid
- $1,154,204
- Administrative expenses
- $132,341
- Total expenses
- $1,286,545
- Net increase / (decrease)
- $920,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group, Inc. | NONE | $16,450 | not reported in the loaded dataset |
| Cohnreznick Llp | NONE | $14,700 | not reported in the loaded dataset |
| Sageview Advisory Group | NONE | $11,250 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $6,913 | not reported in the loaded dataset |