2023 Form 5500 filing — Connecticut Heating & Cooling Contractors Association Retirement 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 20241015120401NAL0014566707001) for Connecticut Heating & Cooling Contractors Association Retirement Plan, reported by Connecticut Heating & Cooling Contractors Association, Inc. under EIN 23-7323973 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120401NAL0014566707001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Connecticut Heating & Cooling Contractors Association, Inc.
- EIN
- 23-7323973
- Plan number
- 001
- Location
- Glastonbury, CT
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,167,816
- Total liabilities (EOY)
- $6,400
- Net assets (EOY)
- $11,161,416
- Employer contributions
- $580,846
- Participant contributions
- $625,864
- Total income / additions
- $3,177,534
- Benefits paid
- $415,496
- Administrative expenses
- $77,782
- Total expenses
- $493,701
- Net increase / (decrease)
- $2,683,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Consulting Group, Inc | NONE | $32,600 | not reported in the loaded dataset |
| Mrc Financial Services LLC | NONE | $19,010 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $14,828 | not reported in the loaded dataset |
| Lee Cpa Audit Group | NONE | $6,500 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $4,849 | $0 |