· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WATERBURY CONNECTICUT TEACHERS FEDERAL CREDIT UNION — WATERBURY CONNECTICUT TEACHERS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250423135030NAL0003310163001
WATERBURY CONNECTICUT TEACHERS FEDERAL CREDIT UNION
Form 5500-SF
FILING_RECEIVED
WATERBURY CONNECTICUT TEACHERS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WATERBURY CONNECTICUT TEACHERS FEDERAL CREDIT UNION
.
Find decision makers
Plan sponsor
Name
WATERBURY CONNECTICUT TEACHERS FEDERAL CREDIT UNION
EIN
06-0663297
Address
PO BOX 2121 · WATERBURY, CT · 06722
Phone
(203) 758-9500
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-23
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
FIRSTENERGY CHOICE FEDERAL CREDIT UNION
FIRSTENERGY CHOICE FEDERAL CREDIT UNION RETIREMENT PENSION PLAN
$1.5M · 8 participants
MADISON COUNTY FEDERAL CREDIT UNION
MADISON COUNTY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$1.5M · 3 participants
WELD COMMUNITY CREDIT UNION
WELD COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST
$1.5M · 23 participants
KEMBA DELTA FEDERAL CREDIT UNION
KEMBA DELTA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$1.5M · 5 participants
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
MON VALLEY COMMUNITY FEDERAL CREDIT UNION
MON VALLEY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$1.5M · 11 participants
MOKELUMNE FEDERAL CREDIT UNION
MOKELUMNE FEDERAL CREDIT UNION 401(K) PLAN & TRUST
$1.5M · 12 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
