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PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC.
Plan identification number 002

PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONNECTICUT BUSINESS & INDUSTRY ASSOCIATION. INC. has sponsored the creation of one or more 401k plans.

Company Name:CONNECTICUT BUSINESS & INDUSTRY ASSOCIATION. INC.
Employer identification number (EIN):060439660
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01STEPHEN J. MARCOUX
0022016-07-01STEPHEN J. MARCOUX
0022015-07-01STEPHEN J. MARCOUX
0022014-07-01STEPHEN J. MARCOUX
0022013-07-01STEPHEN J. MARCOUX
0022012-07-01STEPHEN J. MARCOUX
0022011-07-01STEPHEN J. MARCOUX
0022009-07-01STEPHEN J. MARCOUX STEPHEN J. MARCOUX2010-11-22

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC.

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC.

Measure Date Value
2023: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2023 401k membership
Market value of plan assets2023-06-3034,825,055
Acturial value of plan assets2023-06-3037,630,128
Funding target for retired participants and beneficiaries receiving payment2023-06-3020,720,067
Number of terminated vested participants2023-06-3033
Fundng target for terminated vested participants2023-06-304,243,867
Active participant vested funding target2023-06-307,108,297
Number of active participants2023-06-3027
Total funding liabilities for active participants2023-06-307,108,297
Total participant count2023-06-30139
Total funding target for all participants2023-06-3032,072,231
Balance at beginning of prior year after applicable adjustments2023-06-303,097,535
Prefunding balance at beginning of prior year after applicable adjustments2023-06-30906,551
Amount remaining of carryover balance2023-06-303,097,535
Amount remaining of prefunding balance2023-06-30906,551
Present value of excess contributions2023-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-302,735,123
Balance of prefunding at beginning of current year2023-06-30800,485
Total employer contributions2023-06-300
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-300
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-300
Net shortfall amortization installment of oustanding balance2023-06-300
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-300
Additional cash requirement2023-06-300
Contributions allocatedtoward minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2022 401k membership
Total participants, beginning-of-year2022-07-01139
Total number of active participants reported on line 7a of the Form 55002022-07-0124
Number of retired or separated participants receiving benefits2022-07-0171
Number of other retired or separated participants entitled to future benefits2022-07-0135
Total of all active and inactive participants2022-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-015
Total participants2022-07-01135
Number of participants with account balances2022-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
Market value of plan assets2022-06-3041,268,371
Acturial value of plan assets2022-06-3037,493,733
Funding target for retired participants and beneficiaries receiving payment2022-06-3018,187,063
Number of terminated vested participants2022-06-3035
Fundng target for terminated vested participants2022-06-305,186,773
Active participant vested funding target2022-06-307,048,679
Number of active participants2022-06-3030
Total funding liabilities for active participants2022-06-307,048,679
Total participant count2022-06-30142
Total funding target for all participants2022-06-3030,422,515
Balance at beginning of prior year after applicable adjustments2022-06-302,512,194
Prefunding balance at beginning of prior year after applicable adjustments2022-06-30735,240
Amount remaining of carryover balance2022-06-302,512,194
Amount remaining of prefunding balance2022-06-30735,240
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-303,097,535
Balance of prefunding at beginning of current year2022-06-30906,551
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-300
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01141
Total number of active participants reported on line 7a of the Form 55002021-07-0127
Number of retired or separated participants receiving benefits2021-07-0173
Number of other retired or separated participants entitled to future benefits2021-07-0133
Total of all active and inactive participants2021-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-016
Total participants2021-07-01139
Number of participants with account balances2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3034,871,116
Acturial value of plan assets2021-06-3035,218,847
Funding target for retired participants and beneficiaries receiving payment2021-06-3016,453,282
Number of terminated vested participants2021-06-3034
Fundng target for terminated vested participants2021-06-304,109,496
Active participant vested funding target2021-06-3010,318,668
Number of active participants2021-06-3034
Total funding liabilities for active participants2021-06-3010,318,668
Total participant count2021-06-30145
Total funding target for all participants2021-06-3030,881,446
Balance at beginning of prior year after applicable adjustments2021-06-302,404,013
Prefunding balance at beginning of prior year after applicable adjustments2021-06-30703,579
Amount remaining of carryover balance2021-06-302,404,013
Amount remaining of prefunding balance2021-06-30703,579
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-302,512,194
Balance of prefunding at beginning of current year2021-06-30735,240
Total employer contributions2021-06-300
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-300
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01143
Total number of active participants reported on line 7a of the Form 55002020-07-0130
Number of retired or separated participants receiving benefits2020-07-0171
Number of other retired or separated participants entitled to future benefits2020-07-0134
Total of all active and inactive participants2020-07-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-016
Total participants2020-07-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3034,742,196
Acturial value of plan assets2020-06-3034,587,834
Funding target for retired participants and beneficiaries receiving payment2020-06-3013,790,636
Number of terminated vested participants2020-06-3034
Fundng target for terminated vested participants2020-06-304,995,769
Active participant vested funding target2020-06-3011,146,427
Number of active participants2020-06-3038
Total funding liabilities for active participants2020-06-3011,146,427
Total participant count2020-06-30146
Total funding target for all participants2020-06-3029,932,832
Balance at beginning of prior year after applicable adjustments2020-06-302,257,289
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30660,638
Amount remaining of carryover balance2020-06-302,257,289
Amount remaining of prefunding balance2020-06-30660,638
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-302,404,013
Balance of prefunding at beginning of current year2020-06-30703,579
Total employer contributions2020-06-300
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01144
Total number of active participants reported on line 7a of the Form 55002019-07-0134
Number of retired or separated participants receiving benefits2019-07-0168
Number of other retired or separated participants entitled to future benefits2019-07-0133
Total of all active and inactive participants2019-07-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-018
Total participants2019-07-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3033,818,894
Acturial value of plan assets2019-06-3033,051,581
Funding target for retired participants and beneficiaries receiving payment2019-06-3012,643,621
Number of terminated vested participants2019-06-3036
Fundng target for terminated vested participants2019-06-304,592,072
Active participant vested funding target2019-06-3010,785,386
Number of active participants2019-06-3039
Total funding liabilities for active participants2019-06-3010,785,386
Total participant count2019-06-30145
Total funding target for all participants2019-06-3028,021,079
Balance at beginning of prior year after applicable adjustments2019-06-302,099,804
Prefunding balance at beginning of prior year after applicable adjustments2019-06-30614,547
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-302,099,804
Amount remaining of prefunding balance2019-06-30614,547
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Balance of carryovers at beginning of current year2019-06-302,257,289
Balance of prefunding at beginning of current year2019-06-30660,638
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-300
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01144
Total number of active participants reported on line 7a of the Form 55002018-07-0138
Number of retired or separated participants receiving benefits2018-07-0166
Number of other retired or separated participants entitled to future benefits2018-07-0133
Total of all active and inactive participants2018-07-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-017
Total participants2018-07-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3032,502,252
Acturial value of plan assets2018-06-3031,908,298
Funding target for retired participants and beneficiaries receiving payment2018-06-3011,099,931
Number of terminated vested participants2018-06-3034
Fundng target for terminated vested participants2018-06-304,164,427
Active participant vested funding target2018-06-3011,496,745
Number of active participants2018-06-3048
Total funding liabilities for active participants2018-06-3011,496,745
Total participant count2018-06-30144
Total funding target for all participants2018-06-3026,761,103
Balance at beginning of prior year after applicable adjustments2018-06-301,869,817
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30547,237
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-301,869,817
Amount remaining of prefunding balance2018-06-30547,237
Present value of excess contributions2018-06-30964,821
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-301,023,868
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-302,099,804
Balance of prefunding at beginning of current year2018-06-30614,547
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01143
Total number of active participants reported on line 7a of the Form 55002017-07-0139
Number of retired or separated participants receiving benefits2017-07-0162
Number of other retired or separated participants entitled to future benefits2017-07-0136
Total of all active and inactive participants2017-07-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-017
Total participants2017-07-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3029,065,439
Acturial value of plan assets2017-06-3030,413,394
Funding target for retired participants and beneficiaries receiving payment2017-06-3011,003,832
Number of terminated vested participants2017-06-3033
Fundng target for terminated vested participants2017-06-301,968,315
Active participant vested funding target2017-06-3012,044,372
Number of active participants2017-06-3052
Total funding liabilities for active participants2017-06-3012,044,372
Total participant count2017-06-30146
Total funding target for all participants2017-06-3025,016,519
Balance at beginning of prior year after applicable adjustments2017-06-301,842,184
Prefunding balance at beginning of prior year after applicable adjustments2017-06-30539,150
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-301,842,184
Amount remaining of prefunding balance2017-06-30539,150
Present value of excess contributions2017-06-30963,569
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-301,024,467
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-301,869,817
Balance of prefunding at beginning of current year2017-06-30547,237
Total employer contributions2017-06-301,000,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30964,821
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30618,069
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-30964,821
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01145
Total number of active participants reported on line 7a of the Form 55002016-07-0148
Number of retired or separated participants receiving benefits2016-07-0156
Number of other retired or separated participants entitled to future benefits2016-07-0134
Total of all active and inactive participants2016-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-015
Total participants2016-07-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01145
Total number of active participants reported on line 7a of the Form 55002015-07-0152
Number of retired or separated participants receiving benefits2015-07-0155
Number of other retired or separated participants entitled to future benefits2015-07-0133
Total of all active and inactive participants2015-07-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-015
Total participants2015-07-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01167
Total number of active participants reported on line 7a of the Form 55002014-07-0157
Number of retired or separated participants receiving benefits2014-07-0149
Number of other retired or separated participants entitled to future benefits2014-07-0135
Total of all active and inactive participants2014-07-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-014
Total participants2014-07-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01167
Total number of active participants reported on line 7a of the Form 55002013-07-0160
Number of retired or separated participants receiving benefits2013-07-0141
Number of other retired or separated participants entitled to future benefits2013-07-0161
Total of all active and inactive participants2013-07-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-015
Total participants2013-07-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01167
Total number of active participants reported on line 7a of the Form 55002012-07-0165
Number of retired or separated participants receiving benefits2012-07-0135
Number of other retired or separated participants entitled to future benefits2012-07-0162
Total of all active and inactive participants2012-07-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-015
Total participants2012-07-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01167
Total number of active participants reported on line 7a of the Form 55002011-07-0169
Number of retired or separated participants receiving benefits2011-07-0133
Number of other retired or separated participants entitled to future benefits2011-07-0162
Total of all active and inactive participants2011-07-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-013
Total participants2011-07-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01170
Total number of active participants reported on line 7a of the Form 55002009-07-0179
Number of retired or separated participants receiving benefits2009-07-0123
Number of other retired or separated participants entitled to future benefits2009-07-0163
Total of all active and inactive participants2009-07-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC.

Measure Date Value
2023 : PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$2,229,081
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,907,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,845,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$0
Value of total assets at end of year2023-06-30$35,146,612
Value of total assets at beginning of year2023-06-30$34,825,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$62,372
Total interest from all sources2023-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$2,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$321,558
Value of net assets at end of year (total assets less liabilities)2023-06-30$35,146,612
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$34,825,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$62,372
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$3,642,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$2,754,491
Value of interest in pooled separate accounts at end of year2023-06-30$31,504,401
Value of interest in pooled separate accounts at beginning of year2023-06-30$32,070,563
Net investment gain/loss from pooled separate accounts2023-06-30$2,229,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30Yes
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,845,151
Liabilities. Value of benefit claims payable at end of year2023-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2023-06-30$0
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30FIONDELLA, MILONE, & LASARACINA LLP
Accountancy firm EIN2023-06-30061648707
2022 : PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-4,641,957
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,801,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,735,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$0
Value of total assets at end of year2022-06-30$34,825,054
Value of total assets at beginning of year2022-06-30$41,268,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$65,722
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$2,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-6,443,317
Value of net assets at end of year (total assets less liabilities)2022-06-30$34,825,054
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$41,268,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$65,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,754,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,167,248
Value of interest in pooled separate accounts at end of year2022-06-30$32,070,563
Value of interest in pooled separate accounts at beginning of year2022-06-30$37,101,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-688,628
Net investment gain/loss from pooled separate accounts2022-06-30$-3,953,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,735,638
Liabilities. Value of benefit claims payable at end of year2022-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30FIONDELLA, MILONE, & LASARACINA LLP
Accountancy firm EIN2022-06-30061648707
2021 : PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$8,029,530
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,632,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,568,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$0
Value of total assets at end of year2021-06-30$41,268,371
Value of total assets at beginning of year2021-06-30$34,871,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$64,175
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$2,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$6,397,255
Value of net assets at end of year (total assets less liabilities)2021-06-30$41,268,371
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$34,871,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$64,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,167,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,597,832
Value of interest in pooled separate accounts at end of year2021-06-30$37,101,123
Value of interest in pooled separate accounts at beginning of year2021-06-30$31,273,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,239,154
Net investment gain/loss from pooled separate accounts2021-06-30$6,790,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,568,100
Liabilities. Value of benefit claims payable at end of year2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30FIONDELLA, MILONE, & LASARACINA LLP
Accountancy firm EIN2021-06-30061648707
2020 : PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,588,197
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,459,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,396,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$0
Value of total assets at end of year2020-06-30$34,871,116
Value of total assets at beginning of year2020-06-30$34,742,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$62,514
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$2,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$128,920
Value of net assets at end of year (total assets less liabilities)2020-06-30$34,871,116
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$34,742,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$62,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,597,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,817,381
Value of interest in pooled separate accounts at end of year2020-06-30$31,273,284
Value of interest in pooled separate accounts at beginning of year2020-06-30$32,924,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$85,145
Net investment gain/loss from pooled separate accounts2020-06-30$1,503,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,396,763
Liabilities. Value of benefit claims payable at end of year2020-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30FIONDELLA, MILONE, & LASARACINA LLP
Accountancy firm EIN2020-06-30061648707
2019 : PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,218,692
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,295,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,233,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$34,742,196
Value of total assets at beginning of year2019-06-30$33,818,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$62,260
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$2,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$923,302
Value of net assets at end of year (total assets less liabilities)2019-06-30$34,742,196
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$33,818,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$62,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,817,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,745,720
Value of interest in pooled separate accounts at end of year2019-06-30$32,924,815
Value of interest in pooled separate accounts at beginning of year2019-06-30$32,073,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$13,560
Net investment gain/loss from pooled separate accounts2019-06-30$2,205,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,233,130
Liabilities. Value of benefit claims payable at end of year2019-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30FIONDELLA, MILONE, & LASARACINA LLP
Accountancy firm EIN2019-06-30061648707
2018 : PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$7,390
Total income from all sources (including contributions)2018-06-30$2,463,829
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,147,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,084,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$33,818,894
Value of total assets at beginning of year2018-06-30$32,509,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$63,071
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$2,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$47,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,316,642
Value of net assets at end of year (total assets less liabilities)2018-06-30$33,818,894
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$32,502,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$63,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,745,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$0
Value of interest in pooled separate accounts at end of year2018-06-30$32,073,174
Value of interest in pooled separate accounts at beginning of year2018-06-30$32,461,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$-3,703
Net investment gain/loss from pooled separate accounts2018-06-30$2,467,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,084,116
Liabilities. Value of benefit claims payable at end of year2018-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$7,390
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30FIONDELLA, MILONE, & LASARACINA LLP
Accountancy firm EIN2018-06-30061648707
2017 : PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$7,390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$4,626,831
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,214,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,152,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,000,000
Value of total assets at end of year2017-06-30$32,509,642
Value of total assets at beginning of year2017-06-30$29,090,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$61,848
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$2,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$47,744
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,412,203
Value of net assets at end of year (total assets less liabilities)2017-06-30$32,502,252
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$29,090,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$61,848
Value of interest in pooled separate accounts at end of year2017-06-30$32,461,898
Value of interest in pooled separate accounts at beginning of year2017-06-30$29,090,049
Net investment gain/loss from pooled separate accounts2017-06-30$3,626,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,152,780
Liabilities. Value of benefit claims payable at end of year2017-06-30$7,390
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30FIONDELLA, MILONE, & LASARACINA LLP
Accountancy firm EIN2017-06-30061648707
2016 : PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,494,917
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$951,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$890,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,000,000
Value of total assets at end of year2016-06-30$29,090,049
Value of total assets at beginning of year2016-06-30$28,546,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$60,677
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$543,816
Value of net assets at end of year (total assets less liabilities)2016-06-30$29,090,049
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$28,546,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$60,677
Value of interest in pooled separate accounts at end of year2016-06-30$29,090,049
Value of interest in pooled separate accounts at beginning of year2016-06-30$28,546,233
Net investment gain/loss from pooled separate accounts2016-06-30$494,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$890,424
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30FIONDELLA, MILONE, & LASARACINA LLP
Accountancy firm EIN2016-06-30061648707
2015 : PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,987,236
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,427,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,369,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,000,000
Value of total assets at end of year2015-06-30$28,546,233
Value of total assets at beginning of year2015-06-30$27,986,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$58,261
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$559,464
Value of net assets at end of year (total assets less liabilities)2015-06-30$28,546,233
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$27,986,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$58,261
Value of interest in pooled separate accounts at end of year2015-06-30$28,546,233
Value of interest in pooled separate accounts at beginning of year2015-06-30$27,986,769
Net investment gain/loss from pooled separate accounts2015-06-30$987,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,369,511
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30FIONDELLA, MILONE, & LASARACINA LLP
Accountancy firm EIN2015-06-30061648707
2014 : PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$4,980,748
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$615,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$560,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,000,000
Value of total assets at end of year2014-06-30$27,986,769
Value of total assets at beginning of year2014-06-30$23,621,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$55,710
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$4,364,893
Value of net assets at end of year (total assets less liabilities)2014-06-30$27,986,769
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$23,621,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$15,964
Value of interest in pooled separate accounts at end of year2014-06-30$27,986,769
Value of interest in pooled separate accounts at beginning of year2014-06-30$23,621,876
Net investment gain/loss from pooled separate accounts2014-06-30$3,980,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$560,145
Contract administrator fees2014-06-30$39,746
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30FIONDELLA, MILONE, & LASARACINA LLP
Accountancy firm EIN2014-06-30061648707
2013 : PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$3,871,981
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$532,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$479,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,000,000
Value of total assets at end of year2013-06-30$23,621,876
Value of total assets at beginning of year2013-06-30$20,282,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$52,769
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,339,350
Value of net assets at end of year (total assets less liabilities)2013-06-30$23,621,876
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$20,282,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$13,833
Value of interest in pooled separate accounts at end of year2013-06-30$23,621,876
Value of interest in pooled separate accounts at beginning of year2013-06-30$20,282,526
Net investment gain/loss from pooled separate accounts2013-06-30$2,871,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$479,862
Contract administrator fees2013-06-30$38,936
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30FIONDELLA, MILONE, & LASARACINA LLP
Accountancy firm EIN2013-06-30061648707
2012 : PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,619,251
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$472,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$429,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,500,000
Value of total assets at end of year2012-06-30$20,282,526
Value of total assets at beginning of year2012-06-30$19,136,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$42,945
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,146,422
Value of net assets at end of year (total assets less liabilities)2012-06-30$20,282,526
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$19,136,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$10,855
Value of interest in pooled separate accounts at end of year2012-06-30$20,282,526
Value of interest in pooled separate accounts at beginning of year2012-06-30$19,136,104
Net investment gain/loss from pooled separate accounts2012-06-30$119,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$429,884
Contract administrator fees2012-06-30$32,090
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30J. H. COHN
Accountancy firm EIN2012-06-30221478099
2011 : PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$4,844,607
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$419,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$360,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,500,000
Value of total assets at end of year2011-06-30$19,136,104
Value of total assets at beginning of year2011-06-30$14,711,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$58,869
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,424,819
Value of net assets at end of year (total assets less liabilities)2011-06-30$19,136,104
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$14,711,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$13,544
Value of interest in pooled separate accounts at end of year2011-06-30$19,136,104
Value of interest in pooled separate accounts at beginning of year2011-06-30$14,711,285
Net investment gain/loss from pooled separate accounts2011-06-30$3,344,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$360,919
Contract administrator fees2011-06-30$45,325
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30J. H. COHN
Accountancy firm EIN2011-06-30221478099
2010 : PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC.

2022: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: PENSION PLAN FOR EMPLOYEES OF CONNECTICUT BUSINESS & INDUSTRY ASSOC. INC. CBIA SERVICE CORP. AND CBIA EDUCATION FOUNDATION, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016497
Policy instance 1
Insurance contract or identification number016497
Number of Individuals Covered135
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016497
Policy instance 1
Insurance contract or identification number016497
Number of Individuals Covered139
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016497
Policy instance 1
Insurance contract or identification number016497
Number of Individuals Covered141
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016497
Policy instance 1
Insurance contract or identification number016497
Number of Individuals Covered143
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016497
Policy instance 1
Insurance contract or identification number016497
Number of Individuals Covered146
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016497
Policy instance 1
Insurance contract or identification number016497
Number of Individuals Covered145
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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