How many benefit plans does The Porter And Chester Institute, Inc. report on Form 5500?

The Porter And Chester Institute, Inc. (EIN 06-0852205) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Porter And Chester Institute, Inc.?

The Employer Identification Number (EIN) reported for The Porter And Chester Institute, Inc. is 06-0852205.

What is the latest Form 5500 filing year for The Porter And Chester Institute, Inc.?

The latest loaded Form 5500 filing year for The Porter And Chester Institute, Inc. is 2023.

The Porter And Chester Institute, 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, The Porter And Chester Institute, Inc. (EIN 06-0852205) is a plan sponsor located in Rocky Hill, CT with 2 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: 06-0852205
Location: Rocky Hill, CT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $14,519,197
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $14,519,197

Contributions & income

Employer contributions: $0
Participant contributions: $1,108,369
Total income / additions: $3,036,063

Expenses & distributions

Benefits paid / distributions: $1,719,840
Total expenses: $1,724,668
Net increase / (decrease): $1,311,395

Coverage

Total reported participants: 782
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

The Porter And Chester Institute, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Porter And Chester Institute, Inc. Retirement Fund	001	567	$14,519,197	2023
Porter And Chester Institute Health And Welfare Plan	501	215	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Porter And Chester Institute, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Porter And Chester Institute Health And Welfare Plan	215	—	20250128112245NAL0013498129001
2023	The Porter And Chester Institute, Inc. Retirement Fund	567	H, C	20250508100639NAL0008729539001