Enfield, CT Form 5500 retirement and benefit plan filings

City Form 5500 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, Enfield, CT has 19 loaded benefit plan(s) reported by 12 plan sponsor(s), with $648,185,509 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
12
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$648,185,509
Total reported liabilities (EOY)
$13,792,963
Total reported net assets (EOY)
$697,232,157

Contributions & income

Employer contributions
$23,969,737
Participant contributions
$24,554,048
Total income / additions
$180,335,310

Expenses & distributions

Benefits paid / distributions
$69,041,274
Total expenses
$70,125,083
Net increase / (decrease)
$110,210,227

Coverage

Total reported participants
14,239
Plans with financial statements
13
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Enfield, CT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Enfield, CT
PlanSponsorReported assets (EOY)Year
Lego U.S. Retirement PlanLego Systems, Inc$367,145,6602023
Eppendorf Holding, Incorporated Thrift & Savings PlanEppendorf Holding, Incorporated$112,827,5652023
Usa Waste And Recycling, Inc. Master 401(K) Profit Sharing PlanUsa Waste And Recycling, Inc.$60,397,3442023
Eppendorf North America, Inc. Profit Sharing PlanEppendorf Holding, Incorporated$35,812,0072023
Kelly-Fradet Lumber Employee Stock Ownership PlanKelly-Fradet Lumber, Inc.$30,669,5042023
S. Camerota & Sons, Inc. 401(K) Profit Sharing PlanS. Camerota & Sons, Inc.$14,074,1162023
Power Specialists Assoc., Inc. 401(K) Retirement PlanPower Specialists Assoc., Inc.$12,535,1662023
Spazzarini Construction Co., LLC. 401(K) Profit Sharing PlanSpazzarini Construction Co., LLC$7,928,3472023
Allied Community Services, Inc. 403(B) PlanAllied Community Services, Inc.$5,562,2432023
Fred Joseph'S, Inc. 401k Profit Sharing PlanFred Joseph'S, Inc.$715,5362023
Roebuck Investment Corporation 401(K) Profit Sharing Plan & TrustRoebuck Investment Corporation$356,0822023
Family Partners Inc. Retirement PlanFamily Partners Inc.$161,9392023
Connecticut Gi 401(K) Profit Sharing Plan & TrustConnecticut Gi, P.C.$02023
Eppendorf Holding, Inc. And Its Affiliated CompaniesEppendorf Holding, Inc. And Its Affiliated Companiesnot reported in the loaded dataset2023
Lego Systems Inc. Cafeteria PlanLego Systems Inc.not reported in the loaded dataset2023
Lego Systems Inc. Health Care Life And Disability Benefits PlanLego Systems Inc.not reported in the loaded dataset2023
Allied Community Services, Inc. Welfare PlanAllied Community Services, Incnot reported in the loaded dataset2023
Usa Waste & Recycling Section 125 PlanUsa Hauling And Recycling, Inc.not reported in the loaded dataset2023
S. Camerota & SonsS. Camerota & Sonsnot reported in the loaded dataset2023

Related Form 5500 pages