Standard Oil Of Connecticut, Inc. 401(K) Plan — Form 5500 plan (Standard Oil Of Connecticut, Inc.)
Plain-English plan 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, Standard Oil Of Connecticut, Inc. 401(K) Plan is a benefit plan reported by Standard Oil Of Connecticut, Inc. under EIN 06-0665104 and plan number 005. The latest loaded filing year is 2023. The filing reports 236 participants and $37,114,431 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Standard Oil Of Connecticut, Inc.
- EIN
- 06-0665104
- Plan number
- 005
- Plan type
- 2
- Location
- Bridgeport, CT
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $37,114,431
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20240911101359NAL0003568355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,114,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,114,431
- Net assets (BOY)
- $30,925,092
Income & contributions
- Employer contributions
- $812,110
- Participant contributions
- $1,214,265
- Total contributions
- $2,063,482
- Total income / additions
- $7,676,121
Expenses & distributions
- Benefits paid
- $1,407,653
- Administrative expenses
- $64,639
- Total expenses
- $1,486,782
- Net increase / (decrease)
- $6,189,339
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $64,638 | $0 | 2023 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $8,014 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Standard Oil Of Connecticut, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Bridgeport, CT
- Principal Life Insurance Company — Schedule C compensation
- Northwestern Mutual Investment Serv — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation