Naugatuck, 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, Naugatuck, CT has 12 loaded benefit plan(s) reported by 9 plan sponsor(s), with $149,922,865 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$149,922,865
Total reported liabilities (EOY)
$379,199
Total reported net assets (EOY)
$149,543,666

Contributions & income

Employer contributions
$2,092,342
Participant contributions
$3,524,917
Total income / additions
$27,363,344

Expenses & distributions

Benefits paid / distributions
$7,114,556
Total expenses
$7,951,453
Net increase / (decrease)
$19,411,891

Coverage

Total reported participants
2,302
Plans with financial statements
9
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Naugatuck, 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 Naugatuck, CT
PlanSponsorReported assets (EOY)Year
Retirement Plan For Employees Of Ion BankIon Bank$79,275,6802023
Ion Financial, Mhc 401k PlanIon Financial, Mhc$45,550,4902023
Uniroyal Holding, Inc. Staff Savings PlanUniroyal Holding, Inc.$7,006,4542023
Mcr Donuts Inc. 401(K) Profit Sharing PlanMcr Donuts, Inc.$5,386,4432023
Uniroyal Holding, Inc. Welfare Benefit Plan For Salary Employees And RetireesUniroyal Holding, Inc.$4,836,2772023
Stran Technologies 401(K) PlanAce & Co., Inc.$3,845,1152023
Ices, Inc. / Connecticut Transportation Solutions, LLC 401(K) PlanIces, Inc.$2,137,7512023
Semco Tool & Manufacturing Co.Inc. Profit Sharing PlanSemco Tool & Manufacturing Co.Inc$1,288,2492023
Uniroyal Holding, Inc. Welfare Benefit Plan For Wage RetireesUniroyal Holding, Inc.$596,4062023
We Do Life....Together A Division Of Ices Health And Welfare Benefit PlanWe Do Life....Together A Division Of Ices/Ct Transportation Solutionsnot reported in the loaded dataset2023
Envipco Health And Welfare Benefit PlanEnvironmental Products Corporation (Envipco)not reported in the loaded dataset2023
Ion Financial, Mhc Consolidated Health And Welfare Benefits PlanIon Financial, Mhcnot reported in the loaded dataset2023

Related Form 5500 pages