CHARTER OAK FEDERAL CREDIT UNION RETIREMENT PLAN FOR SALARIED EMPLOYEES 401k Plan overview

CHARTER OAK FEDERAL CREDIT UNION RETIREMENT PLAN FOR SALARIED EMPLOYEES Benefits

401k Sponsoring company profile

Company Name:	CHARTER OAK FEDERAL CREDIT UNION
Employer identification number (EIN):	060659509
NAIC Classification:	522130
NAIC Description:	Credit Unions

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2010-01-01	PATRICIA LIMA	2011-07-12	BRIAN ORENSTEIN	2011-07-12

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• CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401K PROFIT SHARING PLAN [EIN = 208742915]
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• 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 HEALTH CENTER WELFARE BENEFITS PLAN [EIN = 060986747]
• CHARTER OAK FIELD SERVICES, INC. 401(K) PLAN [EIN = 462435223]
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