Plan5500

Storrs, 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, Storrs, CT has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $43,110,803 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Storrs

  • 4 loaded plans hold $43.1M in reported assets across 3 sponsors.
  • The largest, The University Of Connecticut Foundation, Inc. Retirement Annuity Plan, holds 98% of reported Storrs plan assets.
  • Plans cover 592 participants — about 148 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.1MSummed across loaded plans$43,110,803
Total reported assets$43.1M$43,110,803
Total reported participants592
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43.1M total assets
Net assets$43.1MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$1.2M
Total income / additions$9.2M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.8M
Net increase / (decrease)$7.5M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Storrs, 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

Storrs market comparison

Largest plan share of assets98%The University Of Connecticut Foundation, Inc. Retirement Annuity Plan
Participants per plan148Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Storrs

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

  1. 1
    The University Of Connecticut Foundation, Inc. Retirement Annuity Plan$42.2M
    The University Of Connecticut Foundation, Inc. · 2023
  2. 2
    American Association Of University Professors- Uconn Chapter Money Purchase Plan$606.6K
    American Association Of University Professors- Uconn Chapter · 2023
  3. 3
    Lk&Pgt Investments, Inc. Profit Sharing Plan$274.6K
    Lk&Pgt Investments, Inc. · 2023
  4. 4
    The University Of Connecticut Foundation Inc Benefit Welfare Plannot reported in the loaded dataset
    The University Of Connecticut Foundation Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Storrs, CT?
4 plan(s) reported by 3 sponsor(s) are loaded for Storrs, CT.

Related Form 5500 pages