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MCLEAN AFFILIATES, INC.

Date of last update: 10 Mar 2025. Data updated weekly.

Company Details

Entity Name: MCLEAN AFFILIATES, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 03 Jan 2008
Business ALEI: 0923614
Annual report due: 03 Jan 2026
Business address: 75 GREAT POND ROAD, SIMSBURY, CT, 06070, United States
Mailing address: 75 GREAT POND ROAD, SIMSBURY, CT, United States, 06070
ZIP code: 06070
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: jennifer.bryant@mcleancare.org

Industry & Business Activity

NAICS

623110 Nursing Care Facilities (Skilled Nursing Facilities)

This industry comprises establishments primarily engaged in providing inpatient nursing and rehabilitative services. The care is generally provided for an extended period of time to individuals requiring nursing care. These establishments have a permanent core staff of registered or licensed practical nurses who, along with other staff, provide nursing and continuous personal care services. Learn more at the U.S. Census Bureau

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MCLEAN BENEFIT PLAN 2021 261960246 2023-03-07 MCLEAN AFFILIATES, INC. 205
Three-digit plan number (PN) 503
Effective date of plan 2003-06-01
Business code 623000
Sponsor’s telephone number 8606583732
Plan sponsor’s mailing address 75 GREAT POND RD, SIMSBURY, CT, 060701980
Plan sponsor’s address 75 GREAT POND RD, SIMSBURY, CT, 060701980

Number of participants as of the end of the plan year

Active participants 191
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 2

Signature of

Role Plan administrator
Date 2023-03-07
Name of individual signing BONNIE KU
Valid signature Filed with authorized/valid electronic signature
MCLEAN BENEFIT PLAN 2020 261960246 2022-04-21 MCLEAN AFFILIATES, INC. 230
File View Page
Three-digit plan number (PN) 503
Effective date of plan 2003-06-01
Business code 623000
Sponsor’s telephone number 8606583732
Plan sponsor’s mailing address 75 GREAT POND RD, SIMSBURY, CT, 060701980
Plan sponsor’s address 75 GREAT POND RD, SIMSBURY, CT, 060701980

Number of participants as of the end of the plan year

Active participants 199
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 3

Signature of

Role Plan administrator
Date 2022-04-21
Name of individual signing BONNIE KU
Valid signature Filed with authorized/valid electronic signature
MCLEAN BENEFIT PLAN 2019 261960246 2021-03-29 MCLEAN AFFILIATES, INC. 233
File View Page
Three-digit plan number (PN) 503
Effective date of plan 2003-06-01
Business code 623000
Sponsor’s telephone number 8606583732
Plan sponsor’s mailing address 75 GREAT POND RD, SIMSBURY, CT, 060701980
Plan sponsor’s address 75 GREAT POND RD, SIMSBURY, CT, 060701980

Number of participants as of the end of the plan year

Active participants 230
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 1

Signature of

Role Plan administrator
Date 2021-03-29
Name of individual signing BONNIE KU
Valid signature Filed with authorized/valid electronic signature
MCLEAN BENEFIT PLAN 2018 261960246 2020-07-02 MCLEAN AFFILIATES, INC. 235
File View Page
Three-digit plan number (PN) 503
Effective date of plan 2003-06-01
Business code 623000
Sponsor’s telephone number 8606583732
Plan sponsor’s mailing address 75 GREAT POND RD, SIMSBURY, CT, 060701980
Plan sponsor’s address 75 GREAT POND RD, SIMSBURY, CT, 060701980

Number of participants as of the end of the plan year

Active participants 236
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0

Signature of

Role Plan administrator
Date 2020-07-02
Name of individual signing BONNIE KU
Valid signature Filed with authorized/valid electronic signature
MCLEAN BENEFIT PLAN 2017 261960246 2019-04-22 MCLEAN AFFILIATES, INC. 230
File View Page
Three-digit plan number (PN) 503
Effective date of plan 2003-06-01
Business code 623000
Sponsor’s telephone number 8606583732
Plan sponsor’s mailing address 75 GREAT POND RD, SIMSBURY, CT, 060701980
Plan sponsor’s address 75 GREAT POND RD, SIMSBURY, CT, 060701980

Number of participants as of the end of the plan year

Active participants 231
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0

Signature of

Role Plan administrator
Date 2019-04-22
Name of individual signing BONNIE KU
Valid signature Filed with authorized/valid electronic signature
HEALTH 2016 261960246 2018-03-26 MCLEAN AFFILIATES, INC 215
File View Page
Three-digit plan number (PN) 503
Effective date of plan 2003-06-01
Business code 623000
Sponsor’s telephone number 8606583732
Plan sponsor’s mailing address 75 GREAT POND RD, SIMSBURY, CT, 060701980
Plan sponsor’s address 75 GREAT POND RD, SIMSBURY, CT, 060701980

Number of participants as of the end of the plan year

Active participants 218
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1

Signature of

Role Plan administrator
Date 2018-03-26
Name of individual signing BONNIE KU
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-03-26
Name of individual signing BONNIE KU
Valid signature Filed with authorized/valid electronic signature
LIFE AD&D 2016 261960246 2018-03-23 MCLEAN AFFILIATES, INC 197
File View Page
Three-digit plan number (PN) 506
Effective date of plan 1994-05-01
Business code 623000
Sponsor’s telephone number 8606583732
Plan sponsor’s mailing address 75 GREAT POND RD, SIMSBURY, CT, 060701980
Plan sponsor’s address 75 GREAT POND RD, SIMSBURY, CT, 060701980

Number of participants as of the end of the plan year

Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of

Role Plan administrator
Date 2018-03-23
Name of individual signing BONNIE KU
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-03-23
Name of individual signing BONNIE KU
Valid signature Filed with authorized/valid electronic signature
LTD 2016 261960246 2018-03-26 MCLEAN AFFILIATES, INC. 91
File View Page
Three-digit plan number (PN) 510
Effective date of plan 2009-10-01
Business code 623000
Sponsor’s telephone number 8606583700
Plan sponsor’s mailing address 75 GREAT POND RD, SIMSBURY, CT, 060701980
Plan sponsor’s address 75 GREAT POND RD, SIMSBURY, CT, 060701980

Number of participants as of the end of the plan year

Active participants 0
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

Signature of

Role Plan administrator
Date 2018-03-26
Name of individual signing BONNIE KU
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-03-26
Name of individual signing BONNIE KU
Valid signature Filed with authorized/valid electronic signature
DENTAL 2016 261960246 2018-03-21 MCLEAN AFFILIATES, INC. 130
File View Page
Three-digit plan number (PN) 508
Effective date of plan 1994-05-01
Business code 623000
Sponsor’s telephone number 8606583732
Plan sponsor’s mailing address 75 GREAT POND RD, SIMSBURY, CT, 060701980
Plan sponsor’s address 75 GREAT POND RD, SIMSBURY, CT, 060701980

Number of participants as of the end of the plan year

Active participants 0
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

Signature of

Role Plan administrator
Date 2018-03-21
Name of individual signing BONNIE KU
Valid signature Filed with authorized/valid electronic signature
LTD 2015 261960246 2017-02-09 MCLEAN AFFILIATES, INC. 88
File View Page
Three-digit plan number (PN) 510
Effective date of plan 2009-10-01
Business code 623000
Sponsor’s telephone number 8603583700
Plan sponsor’s mailing address 75 GREAT POND RD, SIMSBURY, CT, 060701980
Plan sponsor’s address 75 GREAT POND RD, SIMSBURY, CT, 060701980

Number of participants as of the end of the plan year

Active participants 84
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of

Role Plan administrator
Date 2017-02-09
Name of individual signing BONNIE KU
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-02-09
Name of individual signing BONNIE KU
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
Lisa Clark Agent 75 Great Pond Rd, Simsbury, CT, 06070-1980, United States +1 860-306-2810 jennifer.bryant@mcleancare.org 14 Fieldstone Lane, Avon, CT, 06001, United States

Officer

Name Role Business address Phone E-Mail Residence address
Lisa Clark Officer 75 GREAT POND ROAD, SIMSBURY, CT, 06070, United States +1 860-306-2810 jennifer.bryant@mcleancare.org 14 Fieldstone Lane, Avon, CT, 06001, United States
Carlene Rhea Officer 75 GREAT POND ROAD, SIMSBURY, CT, 06070, United States - - 114 Winterbourne Ln, Canton, CT, 06019-2012, United States
Paula DePinto Officer 75 Great Pond Rd, Simsbury, CT, 06070-1980, United States - - 127 Burritt St, Unit 1, Plantsville, CT, 06479-1489, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
HCL.0001361 HEALTH CLUB ACTIVE CURRENT 2022-12-20 2024-10-01 2025-09-30
CHR.0056655 PUBLIC CHARITY ACTIVE CURRENT 2012-09-21 2024-09-01 2025-08-31

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012987980 2024-12-19 - Annual Report Annual Report -
BF-0011610041 2024-01-17 - Annual Report Annual Report -
BF-0011610026 2023-01-03 - Annual Report Annual Report -
BF-0011051559 2022-11-01 2022-11-01 Interim Notice Interim Notice -
BF-0010173886 2022-01-06 - Annual Report Annual Report 2022
BF-0009805378 2021-06-22 - Annual Report Annual Report -
0006724622 2020-01-16 - Annual Report Annual Report 2020
0006534838 2019-04-16 2019-09-30 Merger Certificate of Merger -
0006313398 2019-01-09 - Annual Report Annual Report 2019
0006033691 2018-01-25 - Annual Report Annual Report 2018

OSHA's Inspections within Industry

Inspection Nr Report ID Date Opened Site Address
346003270 0112000 2022-06-07 75 GREAT POND ROAD, SIMSBURY, CT, 06070
Inspection Type Complaint
Scope Partial
Safety/Health Health
Close Conference 2022-06-07
Emphasis N: COVID-19
Case Closed 2023-02-24

Related Activity

Type Complaint
Activity Nr 1584277
Health Yes

Violation Items

Citation ID 01001
Citaton Type Other
Standard Cited 19040004 A
Issuance Date 2022-11-30
Abatement Due Date 2023-01-19
Current Penalty 1232.7
Initial Penalty 1761.0
Final Order 2023-01-03
Nr Instances 2
Nr Exposed 60
FTA Current Penalty 0.0
Citation text line 29 CFR 1904.4(a): The employer did not record each work-related fatality, injury or illness case that resulted in the general recording criteria on the OSHA Form 300 or equivalent. McClean Affiliates, located at 400 North Main Street, Bristol, CT 06010: The employer did not record employee work-related COVID-19 infections on the OSHA 300 log or its equivalent on the following occasions: a) A healthcare worker tested positive for COVID-19 on June 2, 2022, when multiple residents were confirmed COVID-19 positive. Worker had a minimum of five lost workdays. b) A healthcare worker tested positive for COVID-19 on June 5, 2022, when multiple residents were confirmed COVID-19 positive. Worker had a minimum of four lost workdays. Abatement Certification and Documentation is required

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
26-1960246 Corporation Unconditional Exemption 75 GREAT POND RD, SIMSBURY, CT, 06070-1980 2008-05
In Care of Name % DAVID J BORDONARO
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-09
Asset 50,000,000 to greater
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Sep
Asset Amount 105192732
Income Amount 31069919
Form 990 Revenue Amount 31069919
National Taxonomy of Exempt Entities Housing & Shelter: Senior Citizens' Housing/Retirement Communities
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name MCLEAN AFFILIATES INC
EIN 26-1960246
Tax Period 202209
Filing Type E
Return Type 990
File View File
Organization Name MCLEAN AFFILIATES INC
EIN 26-1960246
Tax Period 202109
Filing Type E
Return Type 990
File View File
Organization Name MCLEAN AFFILIATES INC
EIN 26-1960246
Tax Period 202009
Filing Type E
Return Type 990
File View File
Organization Name MCLEAN AFFILIATES INC
EIN 26-1960246
Tax Period 201909
Filing Type E
Return Type 990
File View File
Organization Name MCLEAN AFFILIATES INC
EIN 26-1960246
Tax Period 201809
Filing Type E
Return Type 990
File View File
Organization Name MCLEAN AFFILIATES INC
EIN 26-1960246
Tax Period 201709
Filing Type E
Return Type 990
File View File
Organization Name MCLEAN AFFILIATES INC
EIN 26-1960246
Tax Period 201609
Filing Type E
Return Type 990
File View File
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Sources: Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information