401k Plan data: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN plan

CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 401k Plan overview

Plan Name	CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN
Plan identification number	001

CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT, INC.

Employer identification number (EIN): 237212022

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 LISA BAXTER 2023-07-18
001 2021-01-01 LISA BAXTER 2022-09-15
001 2020-01-01 LISA BAXTER 2021-10-07
001 2019-01-01 LISA BAXTER 2020-10-14
001 2018-01-01 LISA BAXTER 2019-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01	LISA BAXTER	2023-07-18
001	2021-01-01	LISA BAXTER	2022-09-15
001	2020-01-01	LISA BAXTER	2021-10-07
001	2019-01-01	LISA BAXTER	2020-10-14
001	2018-01-01	LISA BAXTER	2019-10-14

Plan Statistics for CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN

401k plan membership statisitcs for CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN

Measure Date Value
2023: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 233
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 35
Total of all active and inactive participants 2023-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 268
Number of participants with account balances 2023-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 16
2022: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 211
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 239
Number of participants with account balances 2022-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 28
2021: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 176
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 205
Number of participants with account balances 2021-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 183
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 208
Number of participants with account balances 2020-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 197
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 13
Total of all active and inactive participants 2019-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 210
Number of participants with account balances 2019-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 22
2018: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 195
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 198
Number of participants with account balances 2018-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10

Measure	Date	Value
2023: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	233
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	35
Total of all active and inactive participants	2023-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	268
Number of participants with account balances	2023-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	16
2022: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	211
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	239
Number of participants with account balances	2022-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	28
2021: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	176
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	205
Number of participants with account balances	2021-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	183
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	208
Number of participants with account balances	2020-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	197
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	13
Total of all active and inactive participants	2019-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	210
Number of participants with account balances	2019-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	22
2018: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	195
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	198
Number of participants with account balances	2018-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10

Financial Data on CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN

Measure	Date	Value
2023 : CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,259,384
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$550,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$513,969
Value of total corrective distributions	2023-12-31	$6,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$721,757
Value of total assets at end of year	2023-12-31	$3,654,273
Value of total assets at beginning of year	2023-12-31	$2,945,577
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$30,162
Total interest from all sources	2023-12-31	$1,487
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$67,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$67,454
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$250,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$563,172
Participant contributions at end of year	2023-12-31	$24,452
Participant contributions at beginning of year	2023-12-31	$18,398
Participant contributions at beginning of year	2023-12-31	$18,264
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$5,415
Other income not declared elsewhere	2023-12-31	$1,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$708,696
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$3,654,273
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$2,945,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$3,619,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$2,659,641
Interest on participant loans	2023-12-31	$881
Interest earned on other investments	2023-12-31	$606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$10,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$41,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$467,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$153,170
Employer contributions (assets) at beginning of year	2023-12-31	$207,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$513,969
Contract administrator fees	2023-12-31	$30,162
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	Yes
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	COHNREZNICK LLP
Accountancy firm EIN	2023-12-31	221478099
2022 : CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$401,356
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$291,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$272,840
Value of total corrective distributions	2022-12-31	$26
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$856,578
Value of total assets at end of year	2022-12-31	$2,945,577
Value of total assets at beginning of year	2022-12-31	$2,835,570
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$18,483
Total interest from all sources	2022-12-31	$943
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$145,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$145,791
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$492,232
Participant contributions at end of year	2022-12-31	$18,398
Participant contributions at beginning of year	2022-12-31	$4,238
Participant contributions at end of year	2022-12-31	$18,264
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$40,542
Administrative expenses (other) incurred	2022-12-31	$18,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$110,007
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,945,577
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,835,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,659,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,572,527
Interest on participant loans	2022-12-31	$457
Interest earned on other investments	2022-12-31	$486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$41,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$60,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-601,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$323,804
Employer contributions (assets) at end of year	2022-12-31	$207,575
Employer contributions (assets) at beginning of year	2022-12-31	$198,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$272,840
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	COHNREZNICK LLP
Accountancy firm EIN	2022-12-31	221478099
2021 : CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,116,390
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$234,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$216,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$778,781
Value of total assets at end of year	2021-12-31	$2,835,570
Value of total assets at beginning of year	2021-12-31	$1,953,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$18,115
Total interest from all sources	2021-12-31	$1,455
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$175,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$175,657
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$364,999
Participant contributions at end of year	2021-12-31	$4,238
Participant contributions at beginning of year	2021-12-31	$21,192
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$127,145
Administrative expenses (other) incurred	2021-12-31	$18,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$881,644
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,835,570
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,953,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,572,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,673,986
Interest on participant loans	2021-12-31	$858
Interest earned on other investments	2021-12-31	$597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$60,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$48,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$160,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$286,637
Employer contributions (assets) at end of year	2021-12-31	$198,439
Employer contributions (assets) at beginning of year	2021-12-31	$209,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$216,631
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	COHNREZNICK LLP
Accountancy firm EIN	2021-12-31	221478099
2020 : CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$871,778
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$192,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$172,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$637,927
Value of total assets at end of year	2020-12-31	$1,953,926
Value of total assets at beginning of year	2020-12-31	$1,274,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,398
Total interest from all sources	2020-12-31	$2,493
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$70,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$70,628
Administrative expenses professional fees incurred	2020-12-31	$8,067
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$296,498
Participant contributions at end of year	2020-12-31	$21,192
Participant contributions at beginning of year	2020-12-31	$28,511
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$52,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$679,749
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,953,926
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,274,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$10,051
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,673,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$966,520
Interest on participant loans	2020-12-31	$1,381
Interest earned on other investments	2020-12-31	$1,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$48,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$84,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$160,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$289,033
Employer contributions (assets) at end of year	2020-12-31	$209,985
Employer contributions (assets) at beginning of year	2020-12-31	$194,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$172,631
Contract administrator fees	2020-12-31	$1,280
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	COHNREZNICK LLP
Accountancy firm EIN	2020-12-31	221478099
2019 : CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$700,096
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$126,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$115,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$556,331
Value of total assets at end of year	2019-12-31	$1,274,177
Value of total assets at beginning of year	2019-12-31	$700,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,902
Total interest from all sources	2019-12-31	$2,423
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$38,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$38,205
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$250,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$224,223
Participant contributions at end of year	2019-12-31	$28,511
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$76,580
Administrative expenses (other) incurred	2019-12-31	$185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$574,090
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,274,177
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$700,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$8,762
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$966,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$395,132
Interest on participant loans	2019-12-31	$852
Interest earned on other investments	2019-12-31	$1,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$84,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$72,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$103,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$255,528
Employer contributions (assets) at end of year	2019-12-31	$194,598
Employer contributions (assets) at beginning of year	2019-12-31	$232,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$115,104
Contract administrator fees	2019-12-31	$1,955
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COHNREZNICK LLP
Accountancy firm EIN	2019-12-31	221478099
2018 : CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$719,243
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$19,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$14,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$747,929
Value of total assets at end of year	2018-12-31	$700,087
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,724
Total interest from all sources	2018-12-31	$1,143
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$19,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$19,600
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$233,009
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$220,749
Administrative expenses (other) incurred	2018-12-31	$4,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$700,087
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$700,087
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$395,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Interest earned on other investments	2018-12-31	$1,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$72,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-49,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$294,171
Employer contributions (assets) at end of year	2018-12-31	$232,217
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$14,432
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	COHNREZNICK LLP
Accountancy firm EIN	2018-12-31	221478099

Form 5500 Responses for CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN

2023: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	268
Insurance policy start date	2023-05-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

767947-01

Policy instance

Insurance contract or identification number	767947-01
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-05-22
Total amount of commissions paid to insurance broker	USD $93
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62805-1

Policy instance

Insurance contract or identification number	MR 62805-1
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

767947-01

Policy instance

Insurance contract or identification number	767947-01
Number of Individuals Covered	225
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $49
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $49
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62805-1

Policy instance

Insurance contract or identification number	MR 62805-1
Number of Individuals Covered	190
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $279
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $279
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62805-1

Policy instance

Insurance contract or identification number	MR 62805-1
Number of Individuals Covered	210
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $395
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $395
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62805-1

Policy instance

Insurance contract or identification number	MR 62805-1
Number of Individuals Covered	134
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $413
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $413
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62805-1

Policy instance

Insurance contract or identification number	MR 62805-1
Number of Individuals Covered	79
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $296
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $296
Insurance broker organization code?	1

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Company Name:	CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT, INC.
Employer identification number (EIN):	237212022
NAIC Classification:	624100
NAIC Description:	Individual and Family Services