Plan5500

Quaker Hill, 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, Quaker Hill, CT has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $12,259,268 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Quaker Hill

  • 2 loaded plans hold $12.3M in reported assets across 1 sponsors.
  • The largest, 403(B) Thrift Plan For Employees Of Waterford Country School, Inc., holds 100% of reported Quaker Hill plan assets.
  • Plans cover 419 participants — about 210 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.3MSummed across loaded plans$12,259,268
Total reported assets$12.3M$12,259,268
Total reported participants419
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.3M total assets
Net assets$12.3MLiabilities$0
Contributions & income
Employer contributions$202.8K
Participant contributions$356.8K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$859.2K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Quaker Hill, 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.

Computed from loaded plans

Quaker Hill market comparison

Largest plan share of assets100%403(B) Thrift Plan For Employees Of Waterford Country School, Inc.
Participants per plan210Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Quaker Hill

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    403(B) Thrift Plan For Employees Of Waterford Country School, Inc.$12.3M
    Waterford Country School, Inc. · 2023
  2. 2
    Waterford Country School, Inc. Health And Welfare Plannot reported in the loaded dataset
    Waterford Country School, Inc. · 2023

Largest plans in Quaker Hill → · Quaker Hill plans by participants → · Quaker Hill plans with financial data → · Quaker Hill plans with provider compensation → · $1B+ plans in Quaker Hill →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Quaker Hill, CT?
2 plan(s) reported by 1 sponsor(s) are loaded for Quaker Hill, CT.

Related Form 5500 pages