The Connecticare Savings And Investment Plan — Form 5500 plan (Connecticare Capital, LLC)

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, The Connecticare Savings And Investment Plan is a benefit plan reported by Connecticare Capital, LLC under EIN 06-1633074 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,130 participants and $142,263,126 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Connecticare Capital, LLC
EIN
06-1633074
Plan number
003
Plan type
2
Location
Farmington, CT
Latest filing year
2023
Participants
1,130
End-of-year plan assets
$142,263,126

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,130H, C20240930141610NAL0010327312001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$142,263,126
Total liabilities (EOY)
$0
Net assets (EOY)
$142,263,126
Net assets (BOY)
$130,810,543

Income & contributions

Employer contributions
$2,994,038
Participant contributions
$5,032,727
Total contributions
$8,540,915
Total income / additions
$30,123,196

Expenses & distributions

Benefits paid
$18,639,823
Administrative expenses
$51,971
Total expenses
$18,670,613
Net increase / (decrease)
$11,452,583

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$41,947not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$10,024$02023

Related Form 5500 pages