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CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

CONNECTICUT DISTRIBUTORS INC has sponsored the creation of one or more 401k plans.

Company Name:CONNECTICUT DISTRIBUTORS INC
Employer identification number (EIN):060303100
NAIC Classification:424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LYNETTE LAMBERTI LYNETTE LAMBERTI2018-10-10
0022017-01-01LYNETTE LAMBERTI LYNETTE LAMBERTI2018-10-09
0022016-01-01LYNETTE LAMBERTI LYNETTE LAMBERTI2017-10-11
0022015-01-01LYNETTE LAMBERTI LYNETTE LAMBERTI2016-10-12
0022014-01-01LYNETTE LAMBERTI LYNETTE LAMBERTI2015-10-14
0022013-01-01EDGAR GARCIA EDGAR GARCIA2014-10-09
0022012-01-01GABE PEREIRA GABE PEREIRA2013-10-14
0022011-01-01GABE PEREIRA
0022010-01-01GABRIEL PEREIRA
0022009-01-01GABRIEL PEREIRA

Plan Statistics for CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01356
Total number of active participants reported on line 7a of the Form 55002022-01-01284
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01375
Number of participants with account balances2022-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01331
Total number of active participants reported on line 7a of the Form 55002021-01-01278
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0175
Total of all active and inactive participants2021-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01353
Number of participants with account balances2021-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01330
Total number of active participants reported on line 7a of the Form 55002020-01-01266
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01325
Number of participants with account balances2020-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01316
Total number of active participants reported on line 7a of the Form 55002019-01-01273
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01321
Number of participants with account balances2019-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01314
Total number of active participants reported on line 7a of the Form 55002018-01-01272
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01316
Number of participants with account balances2018-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01299
Total number of active participants reported on line 7a of the Form 55002017-01-01278
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01314
Number of participants with account balances2017-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01298
Total number of active participants reported on line 7a of the Form 55002016-01-01267
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01299
Number of participants with account balances2016-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01291
Total number of active participants reported on line 7a of the Form 55002015-01-01266
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01295
Number of participants with account balances2015-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01261
Total number of active participants reported on line 7a of the Form 55002014-01-01256
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01287
Number of participants with account balances2014-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01252
Total number of active participants reported on line 7a of the Form 55002013-01-01241
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01258
Number of participants with account balances2013-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01281
Total number of active participants reported on line 7a of the Form 55002012-01-01230
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01249
Number of participants with account balances2012-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01287
Total number of active participants reported on line 7a of the Form 55002011-01-01244
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01281
Number of participants with account balances2011-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01281
Total number of active participants reported on line 7a of the Form 55002010-01-01248
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01285
Number of participants with account balances2010-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01272
Total number of active participants reported on line 7a of the Form 55002009-01-01245
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01281
Number of participants with account balances2009-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-3,434,398
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,496,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,429,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,825,838
Value of total assets at end of year2022-12-31$30,103,588
Value of total assets at beginning of year2022-12-31$35,034,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$67,225
Total interest from all sources2022-12-31$41,080
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$584,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$584,823
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,680,116
Participant contributions at end of year2022-12-31$834,408
Participant contributions at beginning of year2022-12-31$939,156
Participant contributions at end of year2022-12-31$45,096
Participant contributions at beginning of year2022-12-31$37,939
Assets. Other investments not covered elsewhere at end of year2022-12-31$248,064
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$153,925
Other income not declared elsewhere2022-12-31$-9,673
Administrative expenses (other) incurred2022-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,930,842
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,103,588
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,034,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$31,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,935,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,026,757
Interest on participant loans2022-12-31$41,080
Income. Interest from loans (other than to participants)2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,876,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$991,797
Employer contributions (assets) at end of year2022-12-31$40,981
Employer contributions (assets) at beginning of year2022-12-31$29,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,429,219
Contract administrator fees2022-12-31$35,744
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LOEWENWARTER & CO LLP
Accountancy firm EIN2022-12-31135553617
2021 : CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$7,202,099
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,805,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,746,091
Expenses. Certain deemed distributions of participant loans2021-12-31$-5,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,750,430
Value of total assets at end of year2021-12-31$35,034,430
Value of total assets at beginning of year2021-12-31$30,637,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$64,365
Total interest from all sources2021-12-31$50,150
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$485,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$485,931
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,622,222
Participant contributions at end of year2021-12-31$939,156
Participant contributions at beginning of year2021-12-31$970,797
Participant contributions at end of year2021-12-31$37,939
Participant contributions at beginning of year2021-12-31$36,437
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$164,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,396,995
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,034,430
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,637,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$31,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,026,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,595,923
Interest on participant loans2021-12-31$50,094
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,915,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$963,377
Employer contributions (assets) at end of year2021-12-31$29,644
Employer contributions (assets) at beginning of year2021-12-31$34,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,746,091
Contract administrator fees2021-12-31$33,061
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LOEWENWARTER & CO LLP
Accountancy firm EIN2021-12-31135553617
2020 : CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,950,394
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,795,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,736,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,513,751
Value of total assets at end of year2020-12-31$30,637,435
Value of total assets at beginning of year2020-12-31$30,482,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,098
Total interest from all sources2020-12-31$80,622
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$450,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$450,301
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,577,185
Participant contributions at end of year2020-12-31$970,797
Participant contributions at beginning of year2020-12-31$1,044,160
Participant contributions at end of year2020-12-31$36,437
Administrative expenses (other) incurred2020-12-31$25,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$155,365
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,637,435
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,482,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$14,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,595,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,787,266
Interest on participant loans2020-12-31$67,846
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$12,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,650,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-94,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$936,566
Employer contributions (assets) at end of year2020-12-31$34,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,736,931
Contract administrator fees2020-12-31$18,893
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LOEWENWARTER & CO LLP
Accountancy firm EIN2020-12-31135553617
2019 : CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$8,417,665
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,877,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,866,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,525,195
Value of total assets at end of year2019-12-31$30,482,070
Value of total assets at beginning of year2019-12-31$26,941,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,002
Total interest from all sources2019-12-31$97,472
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$333,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$333,058
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,514,366
Participant contributions at end of year2019-12-31$1,044,160
Participant contributions at beginning of year2019-12-31$914,888
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$113,921
Other income not declared elsewhere2019-12-31$3,000
Administrative expenses (other) incurred2019-12-31$11,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,540,137
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,482,070
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,941,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,787,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,992,947
Interest on participant loans2019-12-31$53,254
Interest earned on other investments2019-12-31$44,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,650,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,034,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,458,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$896,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,866,526
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LOEWENWARTER & CO LLP
Accountancy firm EIN2019-12-31135553617
2018 : CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$200,336
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,886,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,878,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,433,678
Value of total assets at end of year2018-12-31$26,941,933
Value of total assets at beginning of year2018-12-31$29,627,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,628
Total interest from all sources2018-12-31$91,622
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$279,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$279,046
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,523,710
Participant contributions at end of year2018-12-31$914,888
Participant contributions at beginning of year2018-12-31$1,049,063
Other income not declared elsewhere2018-12-31$2,999
Administrative expenses (other) incurred2018-12-31$7,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,685,911
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,941,933
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,627,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,992,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,797,204
Interest on participant loans2018-12-31$46,977
Interest earned on other investments2018-12-31$44,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,034,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,781,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,607,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$909,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,878,619
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LOEWENWARTER & CO LLP
Accountancy firm EIN2018-12-31135553617
2017 : CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,603,131
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,113,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,115,365
Expenses. Certain deemed distributions of participant loans2017-12-31$-10,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,406,895
Value of total assets at end of year2017-12-31$29,627,844
Value of total assets at beginning of year2017-12-31$26,138,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,115
Total interest from all sources2017-12-31$85,954
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$295,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$295,522
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,514,020
Participant contributions at end of year2017-12-31$1,049,063
Participant contributions at beginning of year2017-12-31$855,976
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,480
Other income not declared elsewhere2017-12-31$2,993
Administrative expenses (other) incurred2017-12-31$8,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,489,651
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,627,844
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,138,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,797,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,234,942
Interest on participant loans2017-12-31$40,416
Interest earned on other investments2017-12-31$45,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,781,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,047,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,811,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$846,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,115,365
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LOEWENWARTER & CO LLP
Accountancy firm EIN2017-12-31135553617
2016 : CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,061,799
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,187,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,169,043
Expenses. Certain deemed distributions of participant loans2016-12-31$10,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,270,110
Value of total assets at end of year2016-12-31$26,138,193
Value of total assets at beginning of year2016-12-31$26,263,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,393
Total interest from all sources2016-12-31$89,540
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$298,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$298,649
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,436,672
Participant contributions at end of year2016-12-31$855,976
Participant contributions at beginning of year2016-12-31$811,020
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,609
Other income not declared elsewhere2016-12-31$3,000
Administrative expenses (other) incurred2016-12-31$8,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-125,637
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,138,193
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,263,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,234,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,490,911
Interest on participant loans2016-12-31$34,138
Interest earned on other investments2016-12-31$55,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,047,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,961,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,400,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$829,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,169,043
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LOEWENWARTER & CO LLP
Accountancy firm EIN2016-12-31135553617
2015 : CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,278,103
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,855,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,819,218
Expenses. Certain deemed distributions of participant loans2015-12-31$17,176
Value of total corrective distributions2015-12-31$12,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,327,475
Value of total assets at end of year2015-12-31$26,263,830
Value of total assets at beginning of year2015-12-31$26,841,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,112
Total interest from all sources2015-12-31$102,827
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$232,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$232,362
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,405,038
Participant contributions at end of year2015-12-31$811,020
Participant contributions at beginning of year2015-12-31$814,209
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$129,062
Other income not declared elsewhere2015-12-31$18,748
Administrative expenses (other) incurred2015-12-31$7,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-577,646
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,263,830
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,841,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,490,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,468,432
Interest on participant loans2015-12-31$36,466
Interest earned on other investments2015-12-31$66,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,961,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,558,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-403,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$793,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,819,218
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LOEWENWARTER & CO LLP
Accountancy firm EIN2015-12-31135553617
2014 : CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,685,183
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$949,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$936,295
Value of total corrective distributions2014-12-31$323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,235,732
Value of total assets at end of year2014-12-31$26,841,476
Value of total assets at beginning of year2014-12-31$24,105,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,491
Total interest from all sources2014-12-31$99,159
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$258,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$258,412
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,338,354
Participant contributions at end of year2014-12-31$814,209
Participant contributions at beginning of year2014-12-31$666,886
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$143,407
Other income not declared elsewhere2014-12-31$3,010
Administrative expenses (other) incurred2014-12-31$12,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,736,074
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,841,476
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,105,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,468,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,158,849
Interest on participant loans2014-12-31$30,833
Interest earned on other investments2014-12-31$68,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,558,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,279,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,088,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$753,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$936,295
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LOEWENWARTER & CO LLP
Accountancy firm EIN2014-12-31135553617
2013 : CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,826,295
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,991,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,981,140
Value of total corrective distributions2013-12-31$1,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,029,593
Value of total assets at end of year2013-12-31$24,105,402
Value of total assets at beginning of year2013-12-31$20,270,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,696
Total interest from all sources2013-12-31$94,778
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$185,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$185,392
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,265,952
Participant contributions at end of year2013-12-31$666,886
Participant contributions at beginning of year2013-12-31$541,590
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$36,569
Other income not declared elsewhere2013-12-31$3,058
Administrative expenses (other) incurred2013-12-31$8,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,835,117
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,105,402
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,270,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,158,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,661,775
Interest on participant loans2013-12-31$25,900
Interest earned on other investments2013-12-31$68,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,279,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,066,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,513,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$727,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,981,140
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LOEWENWARTER & CO LLP
Accountancy firm EIN2013-12-31135553617
2012 : CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,084,720
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$874,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$867,919
Expenses. Certain deemed distributions of participant loans2012-12-31$3
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,891,025
Value of total assets at end of year2012-12-31$20,270,285
Value of total assets at beginning of year2012-12-31$17,060,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,770
Total interest from all sources2012-12-31$90,809
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$233,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$233,035
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,189,390
Participant contributions at end of year2012-12-31$541,590
Participant contributions at beginning of year2012-12-31$631,008
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,695
Other income not declared elsewhere2012-12-31$2,995
Administrative expenses (other) incurred2012-12-31$6,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,210,028
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,270,285
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,060,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,661,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,125,466
Interest on participant loans2012-12-31$25,272
Interest earned on other investments2012-12-31$65,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,066,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,303,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,866,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$697,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$867,919
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LOEWENWARTER & CO, LLP
Accountancy firm EIN2012-12-31135553617
2011 : CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,832,309
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,383,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,379,254
Expenses. Certain deemed distributions of participant loans2011-12-31$80
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,770,253
Value of total assets at end of year2011-12-31$17,060,257
Value of total assets at beginning of year2011-12-31$16,610,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,689
Total interest from all sources2011-12-31$33,644
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$169,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$169,212
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,131,216
Participant contributions at end of year2011-12-31$631,008
Participant contributions at beginning of year2011-12-31$579,737
Other income not declared elsewhere2011-12-31$-25,456
Administrative expenses (other) incurred2011-12-31$3,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$449,286
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,060,257
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,610,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,125,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,568,345
Interest on participant loans2011-12-31$24,944
Interest earned on other investments2011-12-31$8,700
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$1,462,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,303,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-115,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$639,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,379,254
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNEST D. LOEWENWARTER & CO. LLP
Accountancy firm EIN2011-12-31135553617
2010 : CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,320,742
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$469,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$461,898
Expenses. Certain deemed distributions of participant loans2010-12-31$3,673
Value of total corrective distributions2010-12-31$1,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,643,757
Value of total assets at end of year2010-12-31$16,610,971
Value of total assets at beginning of year2010-12-31$13,759,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,940
Total interest from all sources2010-12-31$28,899
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$163,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$163,580
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,023,873
Participant contributions at end of year2010-12-31$579,737
Participant contributions at beginning of year2010-12-31$544,384
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$47,864
Other income not declared elsewhere2010-12-31$1
Administrative expenses (other) incurred2010-12-31$2,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,851,086
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,610,971
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,759,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,568,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,786,252
Interest on participant loans2010-12-31$28,899
Value of interest in common/collective trusts at end of year2010-12-31$1,462,889
Value of interest in common/collective trusts at beginning of year2010-12-31$1,429,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,478,902
Net investment gain or loss from common/collective trusts2010-12-31$5,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$572,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$461,898
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNEST D. LOEWENWARTER & CO., LL
Accountancy firm EIN2010-12-31135553617
2009 : CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

2022: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041833
Policy instance 1
Insurance contract or identification number041833
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-03-24
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $290
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
Amount paid for insurance broker fees290
Additional information about fees paid to insurance brokerSERVICES TO INSURE ON PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041833
Policy instance 1
Insurance contract or identification number041833
Number of Individuals Covered321
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,015
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
Amount paid for insurance broker fees6015
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041833
Policy instance 1
Insurance contract or identification number041833
Number of Individuals Covered316
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,925
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
Amount paid for insurance broker fees6925
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041833
Policy instance 1
Insurance contract or identification number041833
Number of Individuals Covered314
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,586
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
Amount paid for insurance broker fees4327
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMML INSURANCE AGENCY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41833
Policy instance 1
Insurance contract or identification number41833
Number of Individuals Covered295
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,090
Are there contracts with allocated funds for individual policies?No
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
Amount paid for insurance broker fees9090
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKERAGE INS AG
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41833
Policy instance 1
Insurance contract or identification number41833
Number of Individuals Covered287
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,629
Are there contracts with allocated funds for individual policies?No
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
Amount paid for insurance broker fees8629
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKERAGE INS AG
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41833
Policy instance 1
Insurance contract or identification number41833
Number of Individuals Covered258
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,913
Are there contracts with allocated funds for individual policies?No
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
Amount paid for insurance broker fees7913
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKERAGE INS AG
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41833
Policy instance 1
Insurance contract or identification number41833
Number of Individuals Covered249
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,260
Are there contracts with allocated funds for individual policies?No
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
Amount paid for insurance broker fees1260
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKERAGE INS AG
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41833
Policy instance 1
Insurance contract or identification number41833
Number of Individuals Covered281
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,364
Are there contracts with allocated funds for individual policies?No
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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