Waterford, 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, Waterford, CT has 16 loaded benefit plan(s) reported by 6 plan sponsor(s), with $342,814,654 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $342,814,654
- Total reported liabilities (EOY)
- $25,926
- Total reported net assets (EOY)
- $342,788,728
Contributions & income
- Employer contributions
- $10,142,991
- Participant contributions
- $7,991,805
- Total income / additions
- $71,627,778
Expenses & distributions
- Benefits paid / distributions
- $39,434,517
- Total expenses
- $39,844,875
- Net increase / (decrease)
- $31,782,903
Coverage
- Total reported participants
- 5,170
- Plans with financial statements
- 8
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waterford, 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 |
|---|---|---|---|
| Sonalysts, Inc. Retirement And Savings Plan | Sonalysts, Inc. | $133,729,393 | 2023 |
| Sonalysts, Inc. Employee Stock Ownership Plan | Sonalysts, Inc | $125,286,205 | 2023 |
| Charter Oak Federal Credit Union Retirement Plan | Charter Oak Federal Credit Union | $33,043,633 | 2023 |
| Waterford Hotel Group, LLC 401k Savings Plan | Waterford Hotel Group, LLC | $22,858,674 | 2023 |
| Tax Deferred Annuity Plan Of Visiting Nurse Association Of Southeastern Connecticut | Visiting Nurse Association Of Southeastern Connecticut , Inc. | $14,827,917 | 2023 |
| Visiting Nurse Association Of Southeastern Connecticut Pension Plan | Visiting Nurse Association Of Southeastern Connecticut, Inc. | $8,929,916 | 2023 |
| Charter Oak Federal Credit Union Retirement Plan For Union Employees | Charter Oak Federal Credit Union | $4,090,388 | 2023 |
| Health Klicks, Inc. 401k Profit Sharing Plan | Health Klicks, Inc. | $48,528 | 2023 |
| Sonalysts, Inc. Group Life Accidental Death And Dismemberment Insurance Plan | Sonalysts, Inc. | not reported in the loaded dataset | 2023 |
| Sonalysts, Inc. Group Long Term Disability Income Replacement Plan | Sonalysts, Inc. | not reported in the loaded dataset | 2023 |
| Sonalysts, Inc. Health Care Reimbursement | Sonalysts, Inc. | not reported in the loaded dataset | 2023 |
| Sonalysts, Inc. Group Short Term Disability Income Replacement Plan | Sonalysts, Inc. | not reported in the loaded dataset | 2023 |
| Sonalysts, Inc. Group Dental Insurance Plan | Sonalysts, Inc. | not reported in the loaded dataset | 2023 |
| Sonalysts, Inc. Group Health Insurance Plan | Sonalysts, Inc. | not reported in the loaded dataset | 2023 |
| Defender Industries Health And Welfare Benefit Plan | Defender Industries | not reported in the loaded dataset | 2023 |
| Charter Oak Federal Credit Union Employee Benefit Plan | Charter Oak Federal Credit Union | not reported in the loaded dataset | 2023 |
Largest plans in Waterford → · Waterford plans by participants → · Waterford plans with financial data → · Waterford plans with provider compensation → · $1B+ plans in Waterford →
Related Form 5500 pages
- All CT Form 5500 filings
- Sonalysts, Inc. Retirement And Savings Plan (plan 003)
- Sonalysts, Inc. — all reported plans
- Sonalysts, Inc. Employee Stock Ownership Plan (plan 002)
- Charter Oak Federal Credit Union Retirement Plan (plan 004)
- Charter Oak Federal Credit Union — all reported plans
- Waterford Hotel Group, LLC 401k Savings Plan (plan 333)
- Waterford Hotel Group, LLC — all reported plans
- Tax Deferred Annuity Plan Of Visiting Nurse Association Of Southeastern Connecticut (plan 002)
- Visiting Nurse Association Of Southeastern Connecticut , Inc. — all reported plans
- Visiting Nurse Association Of Southeastern Connecticut Pension Plan (plan 001)
- Charter Oak Federal Credit Union Retirement Plan For Union Employees (plan 002)
- Health Klicks, Inc. 401k Profit Sharing Plan (plan 001)
- Health Klicks, Inc. — all reported plans
- Sonalysts, Inc. Group Life Accidental Death And Dismemberment Insurance Plan (plan 502)
- Sonalysts, Inc. Group Long Term Disability Income Replacement Plan (plan 505)
- Sonalysts, Inc. Health Care Reimbursement (plan 508)
- Sonalysts, Inc. Group Short Term Disability Income Replacement Plan (plan 509)
- Sonalysts, Inc. Group Dental Insurance Plan (plan 510)
- Sonalysts, Inc. Group Health Insurance Plan (plan 501)
- Defender Industries Health And Welfare Benefit Plan (plan 501)
- Defender Industries — all reported plans
- Methodology
- Data sources