2023 Form 5500 filing — Pension Plan For Employees Of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. And Cbia Education Foundation, Inc.

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250411121938NAL0012620675001) for Pension Plan For Employees Of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. And Cbia Education Foundation, Inc., reported by Connecticut Business & Industry Association. Inc. under EIN 06-0439660 and plan number 002. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35.8MReported net assets$35,793,128
Participants135
Provider compensation$66.1K3 Schedule C row(s)$66,065
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250411121938NAL0012620675001
Plan sponsor
Connecticut Business & Industry Association. Inc.
EIN
06-0439660
Plan number
002
Location
Hartford, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$35.8M total assets
Net assets$35.8MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$2.1M
Benefits paid / distributions$2M
Full reported line items
Total assets (EOY)
$35,793,128
Total liabilities (EOY)
$0
Net assets (EOY)
$35,793,128
Total income / additions
$2,747,614
Benefits paid
$2,022,169
Administrative expenses
$78,929
Total expenses
$2,101,098
Net increase / (decrease)
$646,516
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    N/A · Direct $23.5K · Indirect $0
  2. 2
    N/A · Direct $22.5K
  3. 3
    N/A · Direct $20K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250411121938NAL0012620675001 cover?
It is the 2023 Form 5500 filing for Pension Plan For Employees Of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. And Cbia Education Foundation, Inc., reported by Connecticut Business & Industry Association. Inc. (EIN 06-0439660).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages