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  5. WHOLE LIFE, INC.

WHOLE LIFE, INC.

Company Details

Entity Name: WHOLE LIFE, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 30 Apr 1987
Business ALEI: 0200150
Annual report due: 30 Apr 2025
NAICS code: 624120 - Services for the Elderly and Persons with Disabilities
Business address: 216 BROAD STREET FLOOR 3, NEW LONDON, CT, 06320, United States
Mailing address: 216 BROAD STREET FLOOR 3, NEW LONDON, CT, United States, 06320
ZIP code: 06320
County: New London
Place of Formation: CONNECTICUT
E-Mail: mdelgreco@wholelifeinc.org

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WHOLE LIFE, INC. 2022 061204033 2024-04-12 WHOLE LIFE, INC. 1
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2020-06-01
Business code 624200
Sponsor’s telephone number 8608866900
Plan sponsor’s address 216 BROAD ST FL 3, NEW LONDON, CT, 063205335

Signature of
Role Plan administrator
Date 2024-04-12
Name of individual signing MARIA DELGRECO
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF WHOLE LIFE, INC. 2022 061204033 2024-04-12 WHOLE LIFE, INC. 112
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-07-01
Business code 624200
Sponsor’s telephone number 8608866900
Plan sponsor’s address 216 BROAD ST FL 3, NEW LONDON, CT, 063205335

Signature of
Role Plan administrator
Date 2024-04-12
Name of individual signing MARIA DELGRECO
Valid signature Filed with authorized/valid electronic signature
WHOLE LIFE, INC. 2021 061204033 2023-04-18 WHOLE LIFE, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2020-06-01
Business code 624200
Sponsor’s telephone number 8608866900
Plan sponsor’s address 216 BROAD ST FL 3, NEW LONDON, CT, 063205335

Signature of
Role Plan administrator
Date 2023-04-18
Name of individual signing MARIA DELGRECO
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF WHOLE LIFE, INC. 2021 061204033 2023-04-18 WHOLE LIFE, INC. 82
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-07-01
Business code 624200
Sponsor’s telephone number 8608866900
Plan sponsor’s address 216 BROAD ST FL 3, NEW LONDON, CT, 063205335

Signature of
Role Plan administrator
Date 2023-04-18
Name of individual signing MARIA DELGRECO
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF WHOLE LIFE, INC. 2020 061204033 2022-01-31 WHOLE LIFE, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2020-06-01
Business code 624200
Sponsor’s telephone number 8608866900
Plan sponsor’s address 216 BROAD ST FL 3, NEW LONDON, CT, 063205335

Signature of
Role Plan administrator
Date 2022-01-31
Name of individual signing MARIA DELGRECO
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF WHOLE LIFE, INC. 2020 061204033 2022-01-31 WHOLE LIFE, INC. 87
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-07-01
Business code 624200
Sponsor’s telephone number 8608866900
Plan sponsor’s address 216 BROAD ST FL 3, NEW LONDON, CT, 063205335

Signature of
Role Plan administrator
Date 2022-01-31
Name of individual signing MARIA DELGRECO
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF WHOLE LIFE, INC. 2019 061204033 2021-04-13 WHOLE LIFE, INC. 91
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-07-01
Business code 624200
Sponsor’s telephone number 8608866900
Plan sponsor’s address 216 BROAD ST FL 3, NEW LONDON, CT, 063205335

Signature of
Role Plan administrator
Date 2021-04-13
Name of individual signing MARIA DELGRECO
Valid signature Filed with authorized/valid electronic signature
TRI-COUNTY ASSOCIATION FOR RET 401(K) PROFIT SHARING PLAN AND TRUST 2018 222542391 2019-10-11 WHOLE LIFE INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-07-01
Business code 624100
Plan sponsor’s address 216 BROAD ST FL 3, NEW LONDON, CT, 063205335

Signature of
Role Plan administrator
Date 2019-10-11
Name of individual signing MARIA DELGRECO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-11
Name of individual signing MARIA DELGRECO
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF WHOLE LIFE, INC. 2018 061204033 2020-07-15 WHOLE LIFE, INC. 81
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-07-01
Business code 624200
Sponsor’s telephone number 8608866900
Plan sponsor’s address 216 BROAD ST FL 3, NEW LONDON, CT, 063205335

Signature of
Role Plan administrator
Date 2020-07-15
Name of individual signing MARIA DELGRECO
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF WHOLE LIFE, INC. 2017 061204033 2019-01-29 WHOLE LIFE, INC. 0
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-09-01
Business code 624200
Sponsor’s telephone number 8608866900
Plan sponsor’s address 216 BROAD ST FL 3, NEW LONDON, CT, 063205335

Signature of
Role Plan administrator
Date 2019-01-29
Name of individual signing MARIA DELGRECO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
MCR&P SERVICE CORPORATION Agent

Officer

Name Role Business address Residence address
ERICH AUDRETSCH Officer 120 Dayton St, Oxford, MI, 48371-3666, United States 120 Dayton St, Oxford, MI, 48371-3666, United States
JACK MALONE Officer 147 Baltic Hanover Rd, Baltic, CT, 06330-1102, United States 147 Baltic Hanover Rd, Baltic, CT, 06330-1102, United States

Director

Name Role Business address Residence address
SHEILA CORDOCK Director 216 BROAD STREET, FLOOR 3, NEW LONDON, CT, 06320, United States 6 Plant Dr, Waterford, CT, 06385-1412, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
BAZR.01621 BAZAAR PERMIT CLASS 3 INACTIVE VERIFICATION STATEMENT OVERDUE No data 2016-06-17 2016-06-17
CHR.0004218-EXEMPT PUBLIC CHARITY-EXEMPT FROM FINANCIAL REQUIREMENTS ACTIVE No data No data No data No data
DSAP.0000248 Developmental Services Agency Provider ACTIVE APPROVED 2007-01-25 2007-01-25 No data

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012180886 2024-04-12 No data Annual Report Annual Report No data
BF-0011386669 2023-04-21 No data Annual Report Annual Report No data
BF-0010266009 2022-04-13 No data Annual Report Annual Report 2022
0007341119 2021-05-18 No data Annual Report Annual Report 2021
0007141623 2021-02-09 2021-02-09 Change of Agent Agent Change No data
0006914236 2020-05-29 No data Annual Report Annual Report 2020
0006588397 2019-07-01 No data Annual Report Annual Report 2019
0006118678 2018-03-12 No data Annual Report Annual Report 2018
0005957650 2017-10-31 2017-11-01 Merger Certificate of Merger No data
0005858547 2017-06-06 No data Annual Report Annual Report 2017

Related by officers

ERICH AUDRETSCH

REVISIONS CONSULTING GROUP, INC. CSN FINANCIAL, INC. Community Support Network, Inc.

Related by address

216 BROAD STREET FLOOR 3, NEW LONDON, CT, 06320, United States

REVISIONS CONSULTING GROUP, INC.

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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