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CAIS RETIREMENT PLAN 401k Plan overview

Plan NameCAIS RETIREMENT PLAN
Plan identification number 001

CAIS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS, INC.
Employer identification number (EIN):060848965
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAIS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICK BRANSON2023-10-23
0012023-01-01RICK BRANSON2024-01-25
0012022-01-01
0012022-01-01RICK BRANSON2023-10-23
0012022-01-01RICK BRANSON2024-01-25
0012021-01-01
0012021-01-01RICK BRANSON2023-10-23
0012021-01-01RICK BRANSON2024-01-25
0012020-01-01
0012020-01-01RICK BRANSON2024-01-25
0012019-01-01BECKY RUDD2020-09-11 BECKY RUDD2020-09-10
0012019-01-01RICK BRANSON2023-10-23
0012019-01-01RICK BRANSON2024-01-25
0012018-01-01BECKY RUDD BECKY RUDD2019-03-05
0012018-01-01RICK BRANSON2023-10-23
0012018-01-01RICK BRANSON2024-01-25
0012017-01-01BECKY RUDD BECKY RUDD2019-03-05
0012017-01-01RICK BRANSON2023-10-23
0012017-01-01RICK BRANSON2024-01-25
0012016-01-01KATHLEEN PETERSON
0012016-01-01RICK BRANSON2023-10-23
0012016-01-01RICK BRANSON2024-01-25
0012015-01-01KATHLEEN PETERSON
0012015-01-01RICK BRANSON2023-10-23
0012015-01-01RICK BRANSON2024-01-25
0012014-01-01KATHLEEN PETERSON
0012014-01-01RICK BRANSON2023-10-23
0012014-01-01RICK BRANSON2024-01-25
0012013-01-01KATHLEEN PETERSON
0012013-01-01RICK BRANSON2023-10-23
0012013-01-01RICK BRANSON2024-01-25
0012012-01-01KATHLEEN PETERSON
0012012-01-01RICK BRANSON2023-10-23
0012012-01-01RICK BRANSON2024-01-25
0012011-01-01KATHLEEN PETERSON2012-03-08
0012008-01-01KATHLEEN PETERSON
0012008-01-01KATHLEEN PETERSON
0012007-01-01KATHLEEN PETERSON
0012007-01-01KATHLEEN PETERSON
0012007-01-01KATHLEEN PETERSON

Form 5500 Responses for CAIS RETIREMENT PLAN

2022: CAIS RETIREMENT 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 – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: CAIS RETIREMENT 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 – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: CAIS RETIREMENT 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 – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: CAIS RETIREMENT 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 – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: CAIS RETIREMENT 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 – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: CAIS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: CAIS RETIREMENT 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 – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: CAIS RETIREMENT 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 – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: CAIS RETIREMENT 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 – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: CAIS RETIREMENT 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 – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: CAIS RETIREMENT 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 – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2008: CAIS RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingYes
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: CAIS RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingYes
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

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