Milford, 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, Milford, CT has 45 loaded benefit plan(s) reported by 33 plan sponsor(s), with $572,894,546 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
45
Plan sponsors
33
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$572,894,546
Total reported liabilities (EOY)
$170
Total reported net assets (EOY)
$572,894,376

Contributions & income

Employer contributions
$13,545,659
Participant contributions
$30,641,493
Total income / additions
$140,392,454

Expenses & distributions

Benefits paid / distributions
$46,255,652
Total expenses
$47,939,398
Net increase / (decrease)
$92,453,056

Coverage

Total reported participants
13,675
Plans with financial statements
33
Plans with provider compensation
22

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Milford, 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 Milford, CT
PlanSponsorReported assets (EOY)Year
Quadient Inc. 401(K) PlanQuadient Inc.$253,485,8512023
Winchester Interconnect 401k PlanWinchester Interconnect$58,593,0032023
Alinabal Retirement 401(K) Savings PlanAlinabal Holdings Corporation$20,997,8522023
The Milford Bank 401(K) Profit Sharing Plan With Cash Or Deferred ArrangementThe Milford Bank$20,169,8292023
Berchem Moses, P.C. 401(K) Retirement PlanBerchem Moses, P.C.$20,087,5922023
Somerset Capital Group, Ltd 401(K) PlanSomerset Capital Group, Ltd$19,911,5272023
Alinabal, Inc. Retirement PlanAlinabal, Inc.$18,318,9592023
Silversky Inc 401(K) PlanSilversky Inc.$16,825,5372023
Garafalo Markets, LLC 401(K) Profit Sharing PlanGarafalo Markets, LLC$16,380,6072023
Spectrum Associates 401(K) PlanSpectrum Associates, Inc.$13,063,0582023
Total Mortgage Services, LLC 401(K) Profit Sharing PlanTotal Mortgage Services, L.L.C$12,931,5312023
Hasler, Inc. Pension PlanQuadient, Inc.$11,404,7312023
Carter Mario P.C. 401(K) Profit Sharing Plan And TrustCarter Mario P.C.$10,766,1152023
Retirement Plan Of Bridges Healthcare, Inc.Bridges Healthcare, Inc.$10,436,2022023
Dan Perkins Group 401(K) Savings PlanDan Perkins Subaru, Inc.$9,494,7802023
Fcp Groton LLC 401(K) Profit Sharing PlanFcp Groton LLC$8,688,4872023
Boys & Girls Village Inc. Retirment PlanBoys & Girls Village, Inc.$6,602,8972023
Manfield Enterprises, Inc. 401(K) PlanManfield Enterprises, Inc.$6,598,3692023
Aquinas Consulting, LLC And Affiliated Companies, 401k PlanAquinas Consulting, LLC$6,376,7392023
Milestones Behavioral Services, Inc. 401(K) Profit Sharing PlanMilestones Behavioral Services, Inc., Dba Connecticut Center For Ch$6,212,5722023
Retirement Plan Of Bridges Healthcare, Inc. - Plan 1 (Frozen)Bridges Healthcare, Inc.$5,909,8502023
Bead Industries 401(K) PlanBead Industries, Inc.$5,737,2002023
Link-In Benefits Defined Contribution PlanLink-In Benefits, LLC$4,645,3092023
Bridgeport Firemen'S Sick And Death Benefit Association, Inc.The Bridgeport Firemen'S Sick And Death Benefit Association, Inc.$2,508,5182023
Stevens Ford Inc 401(K) Profit Sharing Plan & TrustStevens Ford Inc.$1,950,2932023

Related Form 5500 pages