Search public Form 5500 filings

Plans

• planThe Hotchkiss School 403(B) Retirement PlanFinancial statementProvider compensation2023 filing
  $167.3Mreported assets (EOY)
  Sponsor: The Hotchkiss SchoolEIN: 06-0647018Plan: 005Participants: 880Assets: $167,347,946Net assets: $167.3MAssets / participant: $190.2KLocation: Lakeville, CTLatest: 2023
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• planIndian Mountain School Retirement Plan For Faculty And AdministratorsFinancial statementProvider compensation2023 filing
  $10.2Mreported assets (EOY)
  Sponsor: Indian Mountain SchoolEIN: 06-0646681Plan: 001Participants: 182Assets: $10,150,565Net assets: $10.2MAssets / participant: $55.8KLocation: Lakeville, CTLatest: 2023
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• planSalisbury Bank And Trust Company Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
  $3.8Mreported assets (EOY)
  Sponsor: Salisbury Bank And Trust Co.EIN: 06-0521260Plan: 004Participants: 204Assets: $3,828,211Net assets: $3.8MAssets / participant: $18.8KLocation: Lakeville, CTLatest: 2023
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• planSalisbury Bank & Trust Co. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $0reported assets (EOY)
  Sponsor: Salisbury Bank & Trust Co.EIN: 06-0521260Plan: 003Participants: 242Assets: $0Net assets: $0Assets / participant: $0Location: Lakeville, CTLatest: 2023
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• planSalisbury Bank And Trust2023 filing
  Sponsor: Salisbury Bank And TrustEIN: 06-0521260Plan: 501Participants: 132Assets: not reported in the loaded datasetLocation: Lakeville, CTLatest: 2023
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• planThe Hotchkiss School Health And Welfare Plan2023 filing
  Sponsor: The Hotchkiss SchoolEIN: 06-0647018Plan: 505Participants: 302Assets: not reported in the loaded datasetLocation: Lakeville, CTLatest: 2023
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• planThe Hotchkiss School Prmb2023 filing
  Sponsor: The Hotchkiss SchoolEIN: 06-0647018Plan: 509Participants: 142Assets: not reported in the loaded datasetLocation: Lakeville, CTLatest: 2023
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