Search public Form 5500 filings

Plans

• planSonalysts, Inc. Retirement And Savings PlanFinancial statementProvider compensation2023 filing
  $133.7Mreported assets (EOY)
  Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 003Participants: 687Assets: $133,729,393Net assets: $133.7MAssets / participant: $194.7KLocation: Waterford, CTLatest: 2023
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• planSonalysts, Inc. Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
  $125.3Mreported assets (EOY)
  Sponsor: Sonalysts, IncEIN: 06-0902362Plan: 002Participants: 550Assets: $125,286,205Net assets: $125.3MAssets / participant: $227.8KLocation: Waterford, CTLatest: 2023
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• planCharter Oak Federal Credit Union Retirement PlanFinancial statementProvider compensation2023 filing
  $33Mreported assets (EOY)
  Sponsor: Charter Oak Federal Credit UnionEIN: 06-0659509Plan: 004Participants: 191Assets: $33,043,633Net assets: $33MAssets / participant: $173KLocation: Waterford, CTLatest: 2023
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• planWaterford Hotel Group, LLC 401k Savings PlanFinancial statementProvider compensation2023 filing
  $22.9Mreported assets (EOY)
  Sponsor: Waterford Hotel Group, LLCEIN: 06-1117701Plan: 333Participants: 1,007Assets: $22,858,674Net assets: $22.8MAssets / participant: $22.7KLocation: Waterford, CTLatest: 2023
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• planTax Deferred Annuity Plan Of Visiting Nurse Association Of Southeastern ConnecticutFinancial statement2023 filing
  $14.8Mreported assets (EOY)
  Sponsor: Visiting Nurse Association Of Southeastern Connecticut , Inc.EIN: 06-0646616Plan: 002Participants: 148Assets: $14,827,917Net assets: $14.8MAssets / participant: $100.2KLocation: Waterford, CTLatest: 2023
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• planVisiting Nurse Association Of Southeastern Connecticut Pension PlanFinancial statement2023 filing
  $8.9Mreported assets (EOY)
  Sponsor: Visiting Nurse Association Of Southeastern Connecticut, Inc.EIN: 06-0646616Plan: 001Participants: 240Assets: $8,929,916Net assets: $8.9MAssets / participant: $37.2KLocation: Waterford, CTLatest: 2023
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• planCharter Oak Federal Credit Union Retirement Plan For Union EmployeesFinancial statementProvider compensation2023 filing
  $4.1Mreported assets (EOY)
  Sponsor: Charter Oak Federal Credit UnionEIN: 06-0659509Plan: 002Participants: 162Assets: $4,090,388Net assets: $4.1MAssets / participant: $25.2KLocation: Waterford, CTLatest: 2023
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• planHealth Klicks, Inc. 401k Profit Sharing PlanFinancial statement2023 filing
  $48.5Kreported assets (EOY)
  Sponsor: Health Klicks, Inc.EIN: 83-3036830Plan: 001Participants: 1Assets: $48,528Net assets: $48.5KAssets / participant: $48.5KLocation: Waterford, CTLatest: 2023
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