Connecticut Business & Industry Association. Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Connecticut Business & Industry Association. Inc. (EIN 06-0439660) is a plan sponsor located in Hartford, CT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-0439660
Location
Hartford, CT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Connecticut Business & Industry Association. Inc.

  • 2 loaded plans hold $62.2M in reported assets.
  • The largest, Pension Plan For Employees Of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. And Cbia Education Foundation, Inc., holds 58% of this company's reported plan assets.
  • Plans cover 250 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$62.2MSummed across loaded plans$62,196,182
Total reported assets$62.2M$62,196,380
Total reported participants250
Total reported liabilities$198

Reported net position

Reported assets = net assets + liabilities (summed)$62.2M total assets
Net assets$62.2MLiabilities$198
Contributions & income
Employer contributions$493.2K
Participant contributions$751.3K
Total income / additions$8.2M
Expenses & distributions
Benefits paid / distributions$3.8M
Total expenses$3.9M
Net increase / (decrease)$4.3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets58%Pension Plan For Employees Of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. And Cbia Education Foundation, Inc.
Participants per plan125Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
  2. 2
    Plan #001 · 115 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Connecticut Business & Industry Association. Inc.. Open one for its full reported snapshot.

  1. 2023
    Pension Plan For Employees Of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. And Cbia Education Foundation, Inc.135 participants · 2Sch HSch C
    View filing →
  2. 2023
    Connecticut Business And Industry Association, Inc. 401(K) Plan115 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Connecticut Business & Industry Association. Inc. report on Form 5500?
Connecticut Business & Industry Association. Inc. (EIN 06-0439660) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Connecticut Business & Industry Association. Inc.?
The Employer Identification Number (EIN) reported for Connecticut Business & Industry Association. Inc. is 06-0439660.
What is the latest Form 5500 filing year for Connecticut Business & Industry Association. Inc.?
The latest loaded Form 5500 filing year for Connecticut Business & Industry Association. Inc. is 2023.

Related Form 5500 pages