2025-11-17T19:24:57-06:00 2024-12-31 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990 2024-01-01 266406869 THE CONNECTION INC EMPLOYEE BENEFIT TRUST CONN 8603435500 100 ROSCOMMON DRIVE 203 MIDDLETOWN CT 06457 STEPHEN ABSHIRE CFO 8603435500 2025-11-17 1 1 LISA WILLS P01828548 8605223111 2024 2025-03-06 01:10:19Z STEPHEN ABSHIRE 100 ROSCOMMON DRIVE 203 MIDDLETOWN CT 06457 7494480 0 X N/A X 1990 CT TO ACT AS A FUNDING VEHICLE TO ONE OR MORE BENEFIT PLANS FOR PROVIDING CERTAIN DEATH, MEDICAL, ACCIDENT, RETIREMENT AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE CONNECTION, INC. AND THE CONNECTION FUND, INC. AND THEIR DEPENDENTS, WHETHER ON AN INSURED OR SELF-INSURED BASIS, AND WHETHER THROUGH GROUP INSURANCE POLICIES, GROUP ANNUITY CONTRACTS OR OTHER INVESTMENT CONTRACTS. 4 4 0 0 0 0 0 0 6994251 7324357 4357 4506 0 165617 6998608 7494480 0 0 6881871 7473442 0 0 0 0 0 33348 30155 6915219 7503597 83389 -9117 3163070 3547453 1570883 2052729 1592187 1494724 X TO FUNCTION AS A FUNDING VEHICLE TO ONE OR MORE BENEFITS PLANS FOR PROVIDING CERTAIN DEATH, MEDICAL, ACCIDENT, RETIREMENT AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE CONNECTION, INC. AND THE CONNECTION FUND, INC. AND THEIR DEPENDENTS, WHETHER ON AN INSURED OR SELF-INSURED BASIS, AND WHETHER THROUGH GROUP INSURANCE POLICIES, GROUP ANNUITY CONTRACTS OR OTHER INVESTMENT CONTRACTS. 0 0 TRUST ESTABLISHED AS A FUNDING VEHICLE TO ONE OR MORE BENEFIT PLANS FOR PROVIDING CERTAIN DEATH, MEDICAL, ACCIDENT, RETIREMENT AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE CONNECTION, INC. AND THE CONNECTION FUND, INC. AND THEIR DEPENDENTS, WHETHER ON AN INSURED OR SELF-INSURED BASIS, AND WHETHER THROUGH GROUP INSURANCE POLICIES, GROUP ANNUITY CONTRACTS OR OTHER INVESTMENT CONTRACTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X STEPHEN ABSHIRE 8603435500 100 ROSCOMMON DR STE 203 MIDDLETOWN CT 064577558 LISA DEMATTEIS-LEPORE CEO 1.00 X 0 427209 24609 RAY BOVICH TRUSTEE 1.00 X 0 0 0 GARY WALLACE TRUSTEE 1.00 X 0 0 0 KAREN BUCKLEY TRUSTEE 1.00 X 0 0 0 BETH CONNOR CBDO 1.00 X 0 0 0 STEVE ABSHIRE CFO 1.00 X 0 0 0 RITIKA TRIPATHI DIRECTOR OF HR 1.00 X 0 0 0 0 427209 24609 0 0 1 0 0 CONTRIBUTIONS 900099 7324357 7324357 7324357 4506 4506 MISCELLANEOUS 900099 165617 165617 165617 7494480 7494480 0 0 7473442 ADMINISTRATIVE EXPENSES 30155 7503597 1051662 2583470 2111408 963983 3163070 3547453 1570883 2047772 0 4957 1570883 2052729 X 1592187 1494724 1592187 1494724 3163070 3547453 -9117 -88346 0 X X 0 1 X 1 0 0 PY ADJUSTMENT 4957 4957 7494480 0 7494480 0 7494480 7503597 0 7503597 0 7503597 X X 0 0 0 LISA DEMATTEIS-LEPORE CEO 0 402725 0 0 0 24484 0 24609 0 0 0 451818 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE DEPARTMENT OF THE SPONSOR. FORM 990, PART VI, SECTION B, LINE 12C THE CONNECTION INC. AND THE CONNECTION FUND INC. REQUIRE EMPLOYEES TO NOTIFY THEIR SUPERVISORS OF ANY CONFLICTS OF INTEREST RELATED TO THE TRUST. THE CONNECTION INC. AND THE CONNECTION FUND INC. RECERTIFY EACH EMPLOYEE'S COMPLIANCE RELATED TO THE TRUST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS OF THE CONNECTION, INC. HAD A COMPENSATION SURVEY CONDUCTED BY CBIA AS WELL AS REVIEW OF CURRENT EMPLOYMENT STATISTICS FOR THE POSITION FROM THE CONNECTICUT DEPARTMENT OF LABOR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 90, PART XII, LINE 2X THE PROCESS HAD NOT CHANGED FROM THE PRIOR YEAR. THE CONNECTION INC 100 ROSCOMMON DR MIDDLETOWN CT 06457 060886125 TO DEVELOP AND PROVIDE A BROAD RANGE OF HUMAN SERVICES CT 501(C)(3) LINE 10 N/A 0 THE CONNECTION FUND INC 100 ROSCOMMON DR MIDDLETOWN CT 06457 110017051 AFFORDABLE HOUSING OPPORTUNITIES CT 501(C)(3) LINE 10 N/A 0 THE CONNECTION FUND REALTY INC 100 ROSCOMMON DR MIDDLETOWN CT 06457 061633523 HOUSING OPPORTUNITIES CT 501(C)(3) LINE 10 N/A 0 THE CONNECTION FUND - JEFFERSON INC 100 ROSCOMMON DR MIDDLETOWN CT 06457 454315358 HOUSING OPPORTUNITIES CT 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0