Plan5500

Alvest (Usa) 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, Alvest (Usa) Inc. (EIN 51-0337585) is a plan sponsor located in Windsor, 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
51-0337585
Location
Windsor, 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 Alvest (Usa) Inc.

  • 2 loaded plans hold $4.2M in reported assets.
  • The largest, Alvest S.A.S Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,339 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2MSummed across loaded plans$4,190,101
Total reported assets$4.2M$4,195,893
Total reported participants1.3K1,339
Total reported liabilities$5.8K$5,792

Reported net position

Reported assets = net assets + liabilities (summed)$4.2M total assets
Net assets$4.2MLiabilities$5.8K
Contributions & income
Total income / additions$694.1K
Expenses & distributions
Benefits paid / distributions$407K
Total expenses$407.3K
Net increase / (decrease)$286.8K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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 assets100%Alvest S.A.S Employee Stock Ownership Plan
Participants per plan670Average 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
    Alvest S.A.S Employee Stock Ownership Plan$4.2M
    Plan #001 · 978 participants · 2023
  2. 2
    Tld Usa And Subsidiaries Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 361 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Alvest (Usa) Inc.. Open one for its full reported snapshot.

  1. 2023
    Tld Usa And Subsidiaries Health And Welfare Plan361 participants · 2No schedules
    View filing →
  2. 2023
    Alvest S.A.S Employee Stock Ownership Plan978 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Alvest (Usa) Inc. report on Form 5500?
Alvest (Usa) Inc. (EIN 51-0337585) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Alvest (Usa) Inc.?
The Employer Identification Number (EIN) reported for Alvest (Usa) Inc. is 51-0337585.
What is the latest Form 5500 filing year for Alvest (Usa) Inc.?
The latest loaded Form 5500 filing year for Alvest (Usa) Inc. is 2023.

Related Form 5500 pages