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  5. ACHIEVE FINANCIAL CREDIT UNION, INC.

ACHIEVE FINANCIAL CREDIT UNION, INC.

Company Details

Entity Name: ACHIEVE FINANCIAL CREDIT UNION, INC.
Jurisdiction: Connecticut
Legal type: Credit Union Non-Stock
Citizenship: Domestic
Status: Active
Date Formed: 28 Jun 1954
Business ALEI: 0104493
Business address: 279 NEW BRITAIN ROAD, BERLIN, CT, 06037
Mailing address: P.O. BOX 7030, BERLIN, CT, 06037
ZIP code: 06037
County: Hartford
Place of Formation: CONNECTICUT

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ACHIEVE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST 2023 060696607 2024-05-29 ACHIEVE FINANCIAL CREDIT UNION 44
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 8608282790
Plan sponsor’s address PO BOX 7030, BERLIN, CT, 060377030

Signature of
Role Plan administrator
Date 2024-05-29
Name of individual signing ANDREW KLIMKOSKI
Valid signature Filed with authorized/valid electronic signature
ACHIEVE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST 2022 060696607 2023-05-05 ACHIEVE FINANCIAL CREDIT UNION 41
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 8608282790
Plan sponsor’s address PO BOX 7030, BERLIN, CT, 060377030

Signature of
Role Plan administrator
Date 2023-05-05
Name of individual signing ANDREW KLIMKOSKI
Valid signature Filed with authorized/valid electronic signature
ACHIEVE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST 2021 060696607 2022-06-23 ACHIEVE FINANCIAL CREDIT UNION 46
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 8608282790
Plan sponsor’s address PO BOX 7030, BERLIN, CT, 060377030

Signature of
Role Plan administrator
Date 2022-06-23
Name of individual signing ANDREW KLIMKOSKI
Valid signature Filed with authorized/valid electronic signature
ACHIEVE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST 2020 060696607 2021-05-24 ACHIEVE FINANCIAL CREDIT UNION 51
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 8608282790
Plan sponsor’s address PO BOX 7030, BERLIN, CT, 060377030

Signature of
Role Plan administrator
Date 2021-05-24
Name of individual signing ANDREW KLIMKOSKI
Valid signature Filed with authorized/valid electronic signature
ACHIEVE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST 2019 060696607 2020-05-11 ACHIEVE FINANCIAL CREDIT UNION 49
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 8608282790
Plan sponsor’s address PO BOX 7030, BERLIN, CT, 060377030

Signature of
Role Plan administrator
Date 2020-05-11
Name of individual signing ANDREW KLIMKOSKI
Valid signature Filed with authorized/valid electronic signature
ACHIEVE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST 2018 060696607 2019-04-25 ACHIEVE FINANCIAL CREDIT UNION 47
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 8608282790
Plan sponsor’s address PO BOX 7030, BERLIN, CT, 060377030

Signature of
Role Plan administrator
Date 2019-04-25
Name of individual signing ANDREW KLIMKOSKI
Valid signature Filed with authorized/valid electronic signature
ACHIEVE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST 2017 060696607 2018-06-06 ACHIEVE FINANCIAL CREDIT UNION 50
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 8608282790
Plan sponsor’s address PO BOX 7030, BERLIN, CT, 060377030

Signature of
Role Plan administrator
Date 2018-06-06
Name of individual signing ANDREW KLIMKOSKI
Valid signature Filed with authorized/valid electronic signature
ACHIEVE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST 2016 060696607 2017-05-18 ACHIEVE FINANCIAL CREDIT UNION 47
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 8608282790
Plan sponsor’s address PO BOX 7030, BERLIN, CT, 060377030

Signature of
Role Plan administrator
Date 2017-05-18
Name of individual signing ANDREW KLIMKOSKI
Valid signature Filed with authorized/valid electronic signature
ACHIEVE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST 2015 060696607 2016-05-31 ACHIEVE FINANCIAL CREDIT UNION 54
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 8608282790
Plan sponsor’s address 279 NEW BRITAIN RD, BERLIN, CT, 060371395

Signature of
Role Plan administrator
Date 2016-05-31
Name of individual signing ANDREW KLIMKOSKI
Valid signature Filed with authorized/valid electronic signature
ACHIEVE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST 2014 060696607 2015-05-19 ACHIEVE FINANCIAL CREDIT UNION 49
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 8608282790
Plan sponsor’s address P.O. BOX 7030, BERLIN, CT, 06037

Signature of
Role Plan administrator
Date 2015-05-19
Name of individual signing ANDREW KLIMKOSKI
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Residence address
DENNIS G. CICCARILLO ESQ. Agent MICHALIK, BAUER, SILVIA & CICCARILLO, 35 PEARL ST., SUITE 300, NEW BRITAIN, CT, 06051, United States 106 EAST MOUNTAIN ROAD, CANTON, CT, 06019, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CTCU.0061256 CT Credit Union ACTIVE ACTIVE No data 2007-09-24 No data
CTCO.0061256.0001 CT Credit Union Office INACTIVE No data No data 2002-01-07 No data
CTCO.0061256.0002 CT Credit Union Office ACTIVE ACTIVE No data 2005-07-18 No data
CTCO.0061256.0003 CT Credit Union Office INACTIVE No data No data 2008-09-04 No data
CTCO.0061256.0004 CT Credit Union Office ACTIVE ACTIVE No data 2015-07-22 No data

History

Type Old value New value Date of change
Name change CENCONN CREDIT UNION, INC. ACHIEVE FINANCIAL CREDIT UNION, INC. 2005-05-12
Name change CENCONN HEALTHCARE CREDIT UNION, INC. CENCONN CREDIT UNION, INC. 2001-08-01
Name change NEW BRITAIN GENERAL HOSPITAL EMPLOYEES CREDIT UNION, INC. CENCONN HEALTHCARE CREDIT UNION, INC. 1988-06-22

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0003547070 2007-10-01 2007-10-01 Merger Certificate of Merger No data
0003478094 2007-06-13 2007-06-13 Change of Agent Address Agent Address Change No data
0002958171 2005-07-13 2005-07-13 Change of Business Address Business Address Change No data
0002920871 2005-05-12 2005-05-12 Amendment Amend Name No data
0002340933 2001-11-02 2001-11-02 Amendment Amend No data
0002294687 2001-08-01 2001-08-01 Amendment Amend No data
0002294969 2001-08-01 2001-08-01 Merger Certificate of Merger No data
0002112389 2000-05-18 2000-05-18 Amendment Amend No data
0002057601 1999-12-27 1999-12-27 Amendment Amend No data
0001994054 1999-07-06 1999-07-06 Change of Agent Agent Change No data

Related by officers

No related officers

Related by address

279 NEW BRITAIN ROAD, BERLIN, CT, 06037

DEPOT CROSSING, LLC COMMERCIAL REALTY SOLUTIONS, LLC INNOVATIVE DEVELOPMENT SOLUTIONS, LLC

Date of last update: 20 Jan 2025

Sources: Connecticut's Official State Website

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