Thomaston, 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, Thomaston, CT has 8 loaded benefit plan(s) reported by 4 plan sponsor(s), with $111,984,752 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $111,984,752
- Total reported liabilities (EOY)
- $144,978
- Total reported net assets (EOY)
- $111,839,774
Contributions & income
- Employer contributions
- $1,965,536
- Participant contributions
- $3,416,146
- Total income / additions
- $20,649,830
Expenses & distributions
- Benefits paid / distributions
- $6,512,119
- Total expenses
- $6,786,818
- Net increase / (decrease)
- $13,863,012
Coverage
- Total reported participants
- 6,429
- Plans with financial statements
- 5
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Thomaston, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Retirement Plan For Employees Of Thomaston Savings Bank | Thomaston Savings Bank | $63,832,955 | 2023 |
| The Thomaston Savings Bank 401(K) Savings & Retirement Plan | Thomaston Savings Bank | $23,828,372 | 2023 |
| Stewart Efi 401(K) Plan | Stewart Efi | $18,255,844 | 2023 |
| Bear Mountain 401(K) Plan | Bear Mountain Healthcare, LLC | $4,223,079 | 2023 |
| Edward Segal, Inc. Profit Sharing Plan | Edward Segal, Inc. | $1,844,502 | 2023 |
| Thomaston Savings Bank Program | Thomaston Savings Bank | not reported in the loaded dataset | 2023 |
| Stewart Efi, LLC Welfare Benefit Plans | Stewart Efi, LLC | not reported in the loaded dataset | 2023 |
| Bear Mountain Healthcare, LLC | Bear Mountain Healthcare, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Thomaston → · Thomaston plans by participants → · Thomaston plans with financial data → · Thomaston plans with provider compensation → · $1B+ plans in Thomaston →
Related Form 5500 pages
- All CT Form 5500 filings
- The Retirement Plan For Employees Of Thomaston Savings Bank (plan 008)
- Thomaston Savings Bank — all reported plans
- The Thomaston Savings Bank 401(K) Savings & Retirement Plan (plan 002)
- Stewart Efi 401(K) Plan (plan 001)
- Stewart Efi — all reported plans
- Bear Mountain 401(K) Plan (plan 001)
- Bear Mountain Healthcare, LLC — all reported plans
- Edward Segal, Inc. Profit Sharing Plan (plan 001)
- Edward Segal, Inc. — all reported plans
- Thomaston Savings Bank Program (plan 501)
- Stewart Efi, LLC Welfare Benefit Plans (plan 501)
- Bear Mountain Healthcare, LLC (plan 501)
- Methodology
- Data sources