Connecticut Legal Services, Inc. Defined Benefit Pension Plan — Form 5500 plan (Connecticut Legal Services, Inc.)
Plain-English plan 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, Connecticut Legal Services, Inc. Defined Benefit Pension Plan is a benefit plan reported by Connecticut Legal Services, Inc. under EIN 06-0955461 and plan number 002. The latest loaded filing year is 2023. The filing reports 112 participants and $12,104,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connecticut Legal Services, Inc.
- EIN
- 06-0955461
- Plan number
- 002
- Plan type
- 2
- Location
- Middletown, CT
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $12,104,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20241008143434NAL0008465667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,104,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,104,748
- Net assets (BOY)
- $11,183,973
Income & contributions
- Employer contributions
- $627,904
- Total contributions
- $627,904
- Total income / additions
- $2,207,320
Expenses & distributions
- Benefits paid
- $1,154,204
- Administrative expenses
- $132,341
- Total expenses
- $1,286,545
- Net increase / (decrease)
- $920,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group, Inc. | NONE | $16,450 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | NONE | $14,700 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group | NONE | $11,250 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $6,913 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Connecticut Legal Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Middletown, CT
- Usi Consulting Group, Inc. — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation