403(B) Thrift Plan Of The Connection, Inc. — Form 5500 plan (The Connection, 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, 403(B) Thrift Plan Of The Connection, Inc. is a benefit plan reported by The Connection, Inc. under EIN 06-0886125 and plan number 001. The latest loaded filing year is 2023. The filing reports 724 participants and $21,060,241 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Connection, Inc.
EIN
06-0886125
Plan number
001
Plan type
2
Location
Middletown, CT
Latest filing year
2023
Participants
724
End-of-year plan assets
$21,060,241

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023724H, C20241014155929NAL0027796081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,060,241
Total liabilities (EOY)
$0
Net assets (EOY)
$21,060,241
Net assets (BOY)
$17,381,745

Income & contributions

Employer contributions
$1,000,000
Participant contributions
$673,336
Total contributions
$1,747,169
Total income / additions
$4,505,644

Expenses & distributions

Benefits paid
$823,272
Administrative expenses
$3,876
Total expenses
$827,148
Net increase / (decrease)
$3,678,496

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$628$02023

Related Form 5500 pages