CONNECTION INC EMPLOYEE BENEFIT TR

As filed

Subsection

09

NTEE code

Y43

Classification

1000

Street

100 ROSCOMMON DR STE 203

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

5 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 203). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• CONNECTION FUND INC

  EIN 11-0017051

• CONNECTION FUND - JEFFERSON

  EIN 45-4315358

• CONNECTION FUND-LIBERTY INC

  EIN 06-1436605

• CONNECTION FUND REALTY INC

  EIN 06-1633523

• THE CONNECTION INC

  EIN 06-0886125

Mission and programs · 2024

• 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.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $7,494,480

  Expenses

  $7,503,597

  Contributions

  $0

  Grants paid

  $0

• 2023

  Revenue

  $6,998,608

  Expenses

  $6,915,219

  Contributions

  $0

  Grants paid

  $0

• 2022

  Revenue

  $6,583,321

  Expenses

  $6,095,495

  Contributions

  $0

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $6,045,348

  Expenses

  $4,863,615

  Assets (EOY)

  $2,719,378

• 2020 · 990

  Revenue

  $5,967,788

  Expenses

  $5,968,169

  Assets (EOY)

  $1,900,624

• 2019 · 990

  Revenue

  $6,198,174

  Expenses

  $6,306,979

  Assets (EOY)

  $1,978,046

• 2018 · 990

  Revenue

  $6,394,054

  Expenses

  $6,370,542

  Assets (EOY)

  $2,537,103

• 2017 · 990

  Revenue

  $6,789,138

  Expenses

  $6,804,156

  Assets (EOY)

  $2,548,599

• 2016 · 990

  Revenue

  $6,853,747

  Expenses

  $6,880,991

  Assets (EOY)

  $1,139,395

• 2015 · 990

  Revenue

  $6,849,956

  Expenses

  $6,816,126

  Assets (EOY)

  $1,192,697

• 2014 · 990

  Revenue

  $6,477,892

  Expenses

  $6,560,245

  Assets (EOY)

  $1,164,545

• 2013 · 990

  Revenue

  $6,573,120

  Expenses

  $6,574,976

  Assets (EOY)

  $1,299,607

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $6,019,584

  Assets (EOY)

  $1,306,993

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Form 990-N e-Postcard, tax year 2009

Tax period

1 January 2009 to 31 December 2009

Principal officer

Lynn Spencer

Mailing address

955 South Main StMiddletown CT 06457

As filed, from the IRS e-Postcard file of 2 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files