Plan5500

Willimantic, 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, Willimantic, CT has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $18,948,235 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 Willimantic

  • 4 loaded plans hold $18.9M in reported assets across 3 sponsors.
  • The largest, Gfhc Employee Retirement Savings Plan, holds 60% of reported Willimantic plan assets.
  • Plans cover 618 participants — about 155 per plan.
  • 75% 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$18.9MSummed across loaded plans$18,948,235
Total reported assets$18.9M$18,948,235
Total reported participants618
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.9M total assets
Net assets$18.9MLiabilities$0
Contributions & income
Employer contributions$532.2K
Participant contributions$1.2M
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$4.5M
Total expenses$4.6M
Net increase / (decrease)$55.2K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation2 / 4 (50%)

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

Willimantic market comparison

Largest plan share of assets60%Gfhc Employee Retirement Savings Plan
Participants per plan155Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Willimantic

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

  1. 1
    Gfhc Employee Retirement Savings Plan$11.4M
    Generations Family Health Center, Inc. · 2023
  2. 2
    Project Genesis, Inc. 401(K) Profit Sharing Plan$5.5M
    Project Genesis, Inc. · 2023
  3. 3
    B & S, Inc. 401(K) Plan$2M
    B&S, Inc. · 2023
  4. 4
    Project Genesis, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Project Genesis, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages