| Entity Name: | CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS, INCORPORATED |
| Jurisdiction: | Connecticut |
| Legal type: | Non-Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 08 Aug 1968 |
| Business ALEI: | 0053013 |
| Annual report due: | 08 Aug 2025 |
| NAICS code: | 611710 - Educational Support Services |
| Business address: | 391 Lakeview Dr., Southington, CT, 06489, United States |
| Mailing address: | PO Box 460, Southington, CT, United States, 06489 |
| ZIP code: | 06489 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | businessoffice@caisct.org |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAIS RETIREMENT PLAN 2018 | 2018 | 060848965 | 2019-03-05 | CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS | 4 | |||||||||||||||||||||||||||||||||||||||||||||||
|
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| Active participants | 3 |
| Other retired or separated participants entitled to future benefits | 1 |
| Number of participants with account balances as of the end of the plan year | 4 |
Signature of
| Role | Plan administrator |
| Date | 2019-03-05 |
| Name of individual signing | BECKY RUDD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2019-03-05 |
| Name of individual signing | BECKY RUDD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1982-01-01 |
| Business code | 611000 |
| Sponsor’s telephone number | 8605722950 |
| Plan sponsor’s DBA name | CAIS |
| Plan sponsor’s mailing address | 28A COTTRELL STREET, OF INDEPENDENT SCHOOLS, MYSTIC, CT, 06355 |
| Plan sponsor’s address | 28A COTTRELL STREET, OF INDEPENDENT SCHOOLS, MYSTIC, CT, 06355 |
Number of participants as of the end of the plan year
| Active participants | 4 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 0 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 4 |
Signature of
| Role | Plan administrator |
| Date | 2019-03-05 |
| Name of individual signing | BECKY RUDD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2019-03-05 |
| Name of individual signing | BECKY RUDD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1982-01-01 |
| Business code | 611000 |
| Sponsor’s telephone number | 8605722950 |
| Plan sponsor’s DBA name | CAIS |
| Plan sponsor’s mailing address | 28 COTTRELL ST OFC A, MYSTIC, CT, 063552650 |
| Plan sponsor’s address | 28 COTTRELL STREET, OFFICE A, MYSTIC, CT, 06355 |
Number of participants as of the end of the plan year
| Active participants | 5 |
| Retired or separated participants receiving benefits | 1 |
Signature of
| Role | Plan administrator |
| Date | 2017-01-24 |
| Name of individual signing | KATHLEEN PETERSON |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| RICHARD BRANSON | Agent | 391 Lakeview Dr., Southington, CT, 06489, United States | +1 541-731-7613 | branson@caisct.org | 391 Lakeview Dr., Southington, CT, 06489, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Alewa Cooper | Officer | Foote School, 50 Loomis Place, New Haven, CT, 06511, United States | 1050 State St, #316, New Haven, CT, 06511, United States |
| THOMAS LASLEY | Officer | Eagle Hill School, 45 Glenville Rd, Greenwich, CT, 06831-5331, United States | 382 RICERSVILLE ROAD, GREENWICH, CT, 06831, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| RICHARD J. BRANSON | Director | 391 Lakeview Dr., Southington, CT, 06489, United States | 391 Lakeview Dr., Southington, CT, 06489, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012218264 | 2024-08-07 | No data | Annual Report | Annual Report | No data |
| BF-0011086487 | 2023-07-18 | No data | Annual Report | Annual Report | No data |
| BF-0010208790 | 2022-07-19 | No data | Annual Report | Annual Report | 2022 |
| BF-0009810689 | 2021-07-19 | No data | Annual Report | Annual Report | No data |
| 0006970033 | 2020-09-01 | No data | Annual Report | Annual Report | 2020 |
| 0006969257 | 2020-08-31 | 2020-08-31 | Change of Agent | Agent Change | No data |
| 0006593094 | 2019-07-09 | No data | Change of Agent Address | Agent Address Change | No data |
| 0006592955 | 2019-07-09 | No data | Annual Report | Annual Report | 2019 |
| 0006592976 | 2019-07-09 | 2019-07-09 | Agent Resignation | Agent Resignation | No data |
| 0006235079 | 2018-08-20 | No data | Annual Report | Annual Report | 2018 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
