Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONNECTICUT HISTORICAL SOCIETY
EIN 06-6026012Arts, Entertainment, and RecreationLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
156
1 ELIZABETH ST - HARTFORD, CT 061052213860-236-5621
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 156 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CONNECTICUT HISTORICAL SOCIETY FROZEN 403(B) PLAN
403b
Assets$3.9M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005
CONNECTICUT HISTORICAL SOCIETY 403(B) PLAN
403b
Assets$2.6M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CONNECTICUT HISTORICAL SOCIETY FROZEN 403(B) PLAN | 403b | $3.9M | 86 | 2025 | |
| 005 | CONNECTICUT HISTORICAL SOCIETY 403(B) PLAN | 403b | $2.6M | 70 | 2025 |
Retirement plans