Connecticut Heating & Cooling Contractors Association Retirement Plan — Form 5500 plan (Connecticut Heating & Cooling Contractors Association, 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, Connecticut Heating & Cooling Contractors Association Retirement Plan is a benefit plan reported by Connecticut Heating & Cooling Contractors Association, Inc. under EIN 23-7323973 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $11,167,816 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connecticut Heating & Cooling Contractors Association, Inc.
- EIN
- 23-7323973
- Plan number
- 001
- Plan type
- 3
- Location
- Glastonbury, CT
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $11,167,816
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20241015120401NAL0014566707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,167,816
- Total liabilities (EOY)
- $6,400
- Net assets (EOY)
- $11,161,416
- Net assets (BOY)
- $8,477,406
Income & contributions
- Employer contributions
- $580,846
- Participant contributions
- $625,864
- Total contributions
- $1,665,408
- Total income / additions
- $3,177,534
Expenses & distributions
- Benefits paid
- $415,496
- Administrative expenses
- $77,782
- Total expenses
- $493,701
- Net increase / (decrease)
- $2,683,833
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiduciary Consulting Group, Inc | NONE | $32,600 | not reported in the loaded dataset | 2023 |
| Mrc Financial Services LLC | NONE | $19,010 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $14,828 | not reported in the loaded dataset | 2023 |
| Lee Cpa Audit Group | NONE | $6,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $4,849 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Connecticut Heating & Cooling Contractors Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Glastonbury, CT
- Fiduciary Consulting Group, Inc — Schedule C compensation
- Mrc Financial Services LLC — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Lee Cpa Audit Group — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation