CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401K PROFIT SHARING PLAN 401k Plan overview

CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401K PROFIT SHARING PLAN Benefits

401k Sponsoring company profile

Company Name:	CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO.
Employer identification number (EIN):	208742915
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	FRANK STELLATO	2024-05-15
001	2022-01-01	FRANK STELLATO	2023-05-08
001	2021-01-01	FRANK STELLATO	2022-06-15
001	2020-01-01	FRANK STELLATO	2021-05-17
001	2019-01-01	FRANK STELLATO	2020-04-29
001	2018-01-01	FRANK STELLATO	2019-06-03
001	2017-01-01	LINDA TROIANO	2018-06-21
001	2016-01-01	LINDA TROIANO	2017-06-02
001	2015-01-01	LINDA TROIANO	2016-05-12
001	2014-01-01	LINDA TROIANO	2015-06-04
001	2013-01-01	LINDA TROIANO	2014-05-28
001	2012-01-01	LINDA TROIANO	2013-06-28
001	2011-01-01	LINDA TROIANO	2012-06-14
001	2010-01-01	LINDA TROIANO	2011-07-20

Potentially related plans

• CHARTER OAK FEDERAL CREDIT UNION RETIREMENT PLAN FOR UNION EMPLOYEES [EIN = 060659509]
• CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST [EIN = 060868390]
• CHARTER OAK HEALTH CENTER, INC. TAX SHELTERED ANNUITY PLAN [EIN = 060986747]
• CHARTER OAK FEDERAL CREDIT UNION EMPLOYEE BENEFIT PLAN [EIN = 060659509]
• CHARTER OAK ENVIRONMENTAL SERVICES, INC. SAVINGS AND RETIREMENT PLAN [EIN = 061497480]
• CHARTER OAK FEDERAL CREDIT UNION 401(K) PLAN FOR UNION EMPLOYEES [EIN = 060659509]
• CHARTER OAK FEDERAL CREDIT UNION 401(K) & RETIREMENT PLAN FOR SALARIED EMPLOYEES [EIN = 060659509]
• CHARTER OAK MECHANICAL SVCS, LLC 401(K) RETIREMENT PLAN [EIN = 260487799]
• CHARTER OAK INVESTMENT SYSTEMS, INC. 401(K) PLAN [EIN = 043148805]
• CHARTER OAK CAPITAL MANAGEMENT 401(K) PLAN [EIN = 263694779]
• CHARTER OAK PENSION GROUP, LLC 401(K) PLAN [EIN = 061600897]
• CHARTER OAK OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN [EIN = 061415889]
• CHARTER OAK HEALTH CENTER PROFIT SHARING PLAN [EIN = 060986747]
• CHARTER OAK LENDING GROUP LLC 401(K) PROFIT SHARING PLAN [EIN = 061560630]
• CHARTER OAK FITNESS LLC [EIN = 475209439]
• CHARTER OAK BANK 401(K) PLAN [EIN = 830403852]
• CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST [EIN = 061187614]
• CHARTER OAK BROKERAGE LLC 401 K PROFIT SHARING PLAN TRUST [EIN = 465089882]
• CHARTER OAK BANK ESOP [EIN = 830403852]
• CHARTER OAK FINANCIAL GROUP INC 401K PROFIT SHARING PLAN [EIN = 161648332]
• CHARTER OAK INDUSTRIES, LLC 401(K) PLAN [EIN = 061496307]
• CHARTER OAK FEDERAL CREDIT UNION RETIREMENT PLAN FOR SALARIED EMPLOYEES [EIN = 060659509]
• CHARTER OAK HEALTH CENTER WELFARE BENEFITS PLAN [EIN = 060986747]
• CHARTER OAK FIELD SERVICES, INC. 401(K) PLAN [EIN = 462435223]
• CHARTER OAK HOME CARE 401(K) PLAN [EIN = 061154872]

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