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  5. SOUTHWESTERN CONNECTICUT AGENCY ON AGING, INC.

SOUTHWESTERN CONNECTICUT AGENCY ON AGING, INC.

Company Details

Entity Name: SOUTHWESTERN CONNECTICUT AGENCY ON AGING, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 10 Jun 1974
Business ALEI: 0062481
Annual report due: 10 Jun 2025
NAICS code: 624120 - Services for the Elderly and Persons with Disabilities
Business address: 1000 LAFAYETTE BLVD 9TH FLOOR, BRIDGEPORT, CT, 06604, United States
Mailing address: 1000 LAFAYETTE BLVD 9TH FLOOR, BRIDGEPORT, CT, United States, 06604
ZIP code: 06604
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: MALLEN@SWCAA.ORG

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
ERSABTNCBMJ6 2025-03-25 1000 LAFAYETTE BLVD FL 9, BRIDGEPORT, CT, 06604, 4715, USA 1000 LAFAYETTE BLVD FL 9, BRIDGEPORT, CT, 06604, 4725, USA

Business Information
URL http://www.swcaa.org
Division Name SOUTHWESTERN CONNECTICUT AGENCY ON AGING, INC.
Congressional District 04
State/Country of Incorporation CT, USA
Activation Date 2024-03-27
Initial Registration Date 2011-07-19
Entity Start Date 1974-06-10
Fiscal Year End Close Date Sep 30

Service Classifications
NAICS Codes 624120

Points of Contacts
Electronic Business
Title PRIMARY POC
Name MARIE L ALLEN
Role PRESIDENT & CEO
Address 1000 LAFAYETTE BLVD. FL 9, BRIDGEPORT, CT, 06604, 4229, USA
Title ALTERNATE POC
Name RACHAEL HARVEY
Role MS.
Address 1000 LAFAYETTE BLVD, FL 9, BRIDGEPORT, CT, 06604, 4229, USA
Government Business
Title PRIMARY POC
Name MARIE L ALLEN
Role PRESIDENT & CEO
Address 1000 LAFAYETTE BLVD. FL 9, BRIDGEPORT, CT, 06604, 4229, USA
Title ALTERNATE POC
Name MARIE L ALLEN
Role PRESIDENT & CEO
Address 1000 LAFAYETTE BLVD. 9TH FLOOR, BRIDGEPORT, CT, 06604, 4229, USA
Past Performance
Title PRIMARY POC
Name ALEXA RUGGIERO
Address 1000 LAFAYETTE BLVD. FL 9, BRIDGEPORT, CT, 06604, USA

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
6GB43 Active Non-Manufacturer 2011-07-20 2024-03-27 2029-03-27 2025-03-25

Contact Information
POC MARIE L. ALLEN
Phone +1 203-814-3661
Fax +1 203-332-2619
Address 1000 LAFAYETTE BLVD FL 9, BRIDGEPORT, FAIRFIELD, CT, 06604 4715, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RETIREMENT PLAN FOR EMPLOYEES OF SOUTHWESTERN CONNECTICUT AGENCY ON AGING, INC. 2021 060916407 2022-06-08 SOUTHWESTERN CONNECTICUT AGENCY ON AGING, INC. 119
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 2033339288
Plan sponsor’s address 1000 LAFAYETTE BOULEVARD, 9TH FLOOR, BRIDGEPORT, CT, 06604

Signature of
Role Plan administrator
Date 2022-06-08
Name of individual signing MARIE L. ALLEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR EMPLOYEES OF SOUTHWESTERN CONNECTICUT AGENCY ON AGING, INC. 2020 060916407 2021-04-16 SOUTHWESTERN CONNECTICUT AGENCY ON AGING, INC. 119
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 2033339288
Plan sponsor’s address 1000 LAFAYETTE BOULEVARD, 9TH FLOOR, BRIDGEPORT, CT, 06604

Signature of
Role Plan administrator
Date 2021-04-16
Name of individual signing MARIE L. ALLEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR EMPLOYEES OF SOUTHWESTERN CONNECTICUT AGENCY ON AGING, INC. 2019 060916407 2020-06-05 SOUTHWESTERN CONNECTICUT AGENCY ON AGING, INC. 113
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 2033339288
Plan sponsor’s address 1000 LAFAYETTE BOULEVARD, 9TH FLOOR, BRIDGEPORT, CT, 06604

Signature of
Role Plan administrator
Date 2020-06-05
Name of individual signing MARIE L. ALLEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR EMPLOYEES OF SOUTHWESTERN CONNECTICUT AGENCY ON AGING, INC. 2018 060916407 2019-04-05 SOUTHWESTERN CONNECTICUT AGENCY ON AGING, INC. 118
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 2033339288
Plan sponsor’s address 1000 LAFAYETTE BOULEVARD, 9TH FLOOR, BRIDGEPORT, CT, 06604

Signature of
Role Plan administrator
Date 2019-04-05
Name of individual signing MARIE L. ALLEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR EMPLOYEES OF SOUTHWESTERN CONNECTICUT AGENCY ON AGING 2017 060916407 2018-03-26 SOUTHWESTERN CONNECTICUT AGENCY ON AGING 110
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 2033339288
Plan sponsor’s address 1000 LAFAYETTE BOULEVARD, 9TH FLOOR, BRIDGEPORT, CT, 06604

Signature of
Role Plan administrator
Date 2018-03-26
Name of individual signing MARIE L. ALLEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR EMPLOYEES OF SOUTHWESTERN CONNECTICUT AGENCY ON AGING 2016 060916407 2017-06-01 SOUTHWESTERN CONNECTICUT AGENCY ON AGING 104
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 2033339288
Plan sponsor’s address 1000 LAFAYETTE BOULEVARD, 9TH FLOOR, BRIDGEPORT, CT, 06604

Signature of
Role Plan administrator
Date 2017-06-01
Name of individual signing MARIE L. ALLEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR EMPLOYEES OF SOUTHWESTERN CONNECTICUT AGENCY ON AGING 2015 060916407 2016-06-06 SOUTHWESTERN CONNECTICUT AGENCY ON AGING 95
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 2033339288
Plan sponsor’s address 1000 LAFAYETTE BOULEVARD, 9TH FLOOR, BRIDGEPORT, CT, 06604

Signature of
Role Plan administrator
Date 2016-06-06
Name of individual signing MARIE L. ALLEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR EMPLOYEES OF SOUTHWESTERN CONNECTICUT AGENCY ON AGING 2014 060916407 2015-05-20 SOUTHWESTERN CONNECTICUT AGENCY ON AGING 94
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 2033339288
Plan sponsor’s address 1000 LAFAYETTE BOULEVARD, 9TH FLOOR, BRIDGEPORT, CT, 06604

Signature of
Role Plan administrator
Date 2015-05-20
Name of individual signing MARIE L. ALLEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR EMPLOYEES OF SOUTHWESTERN CONNECTICUT AGENCY ON AGING 2013 060916407 2014-04-22 SOUTHWESTERN CONNECTICUT AGENCY ON AGING 86
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 2033339288
Plan sponsor’s address 10 MIDDLE STREET, BRIDGEPORT, CT, 06604

Signature of
Role Plan administrator
Date 2014-04-22
Name of individual signing MARIE L. ALLEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR EMPLOYEES OF SOUTHWESTERN CONNECTICUT AGENCY ON AGING 2012 060916407 2013-05-13 SOUTHWESTERN CONNECTICUT AGENCY ON AGING 89
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 2033339288
Plan sponsor’s address 10 MIDDLE STREET, BRIDGEPORT, CT, 06604

Plan administrator’s name and address
Administrator’s EIN 060916407
Plan administrator’s name SOUTHWESTERN CONNECTICUT AGENCY ON AGING
Administrator’s telephone number 2033339288

Signature of
Role Plan administrator
Date 2013-05-13
Name of individual signing MARIE L. ALLEN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
MARIE ALLEN Agent 1000 LAFAYETTE BLVD 9TH FLOOR, BRIDGEPORT, CT, 06604, United States +1 203-605-6852 MALLEN@SWCAA.ORG 814 COLUMBIA STREET, ORANGE, CT, 06477, United States

Director

Name Role Business address Residence address
MARIE L. ALLEN Director 1000 LAFAYETTE BLVD 9TH FLOOR, BRIDGEPORT, CT, 06604, United States 814 COLUMBIA ST., ORANGE, CT, 06477, United States

Officer

Name Role Residence address
Jeanette Bogdan Officer 6 MacAdam Ter, Milford, CT, 06461-1860, United States
MARJOLIJN BAXENDALE Officer 152 Regents Park, Westport, CT, 06880-5530, United States
Ellen Abend Officer 105 Silver Spring Rd., Wilton, CT, 06897, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CHR.0001394 PUBLIC CHARITY ACTIVE CURRENT No data 2024-09-01 2025-08-31

History

Type Old value New value Date of change
Name change REGION IV CONNECTICUT AREA AGENCY ON AGING, INC. SOUTHWESTERN CONNECTICUT AGENCY ON AGING, INC. 1976-12-14

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012049691 2024-05-16 No data Annual Report Annual Report No data
BF-0011078551 2023-05-11 No data Annual Report Annual Report No data
BF-0010650342 2022-07-12 No data Annual Report Annual Report No data
BF-0009754664 2022-04-18 No data Annual Report Annual Report No data
0006929188 2020-06-22 No data Annual Report Annual Report 2020
0006555965 2019-05-13 No data Annual Report Annual Report 2019
0006176563 2018-05-04 No data Annual Report Annual Report 2018
0005847709 2017-05-22 No data Annual Report Annual Report 2017
0005564676 2016-05-17 No data Annual Report Annual Report 2016
0005331187 2015-05-12 No data Annual Report Annual Report 2015

Related by officers

MARIE ALLEN

CT. ASSOCIATION OF AREA AGENCIES ON AGING, INC.

Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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