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SS&C TECHNOLOGIES, INC.

Company Details

Entity Name: SS&C TECHNOLOGIES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 29 May 1996 (Companies founded in May 1996)
Business ALEI: 0535058
Annual report due: 29 May 2025
NAICS code: 541519 - Other Computer Related Services
Business address: 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States
Mailing address: 80 LAMBERTON ROAD, WINDSOR, CT, United States, 06095
ZIP code: 06095 (Companies in Hartford, 06095)
County: Hartford
Place of Formation: DELAWARE
E-Mail: Compliancemail@cscinfo.com

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
61U16 Active Non-Manufacturer 2010-06-29 2024-04-03 2028-04-06 2024-04-03

Contact Information
POC DOUG BENEDETTO
Phone +1 860-298-4623
Fax +1 860-298-4969
Address 80 LAMBERTON RD, WINDSOR, CT, 06095 2136, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (1)
CAGE number 7XBM3
Owner Type Immediate
Legal Business Name INNOVEST SYSTEMS, LLC

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 061169696 2013-09-27 SS&C TECHNOLOGIES, INC. 1194
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 541519
Sponsor’s telephone number 8602984704
Plan sponsor’s mailing address 80 LAMBERTON RD, WINDSOR, CT, 06095
Plan sponsor’s address 80 LAMBERTON RD, WINDSOR, CT, 06095

Plan administrator’s name and address
Administrator’s EIN 061169696
Plan administrator’s name SS&C TECHNOLOGIES, INC.
Plan administrator’s address 80 LAMBERTON RD, WINDSOR, CT, 06095
Administrator’s telephone number 8602984704

Number of participants as of the end of the plan year
Active participants 1128
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 245
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 3
Number of participants with account balances as of the end of the plan year 1169
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 53

Signature of
Role Plan administrator
Date 2013-09-27
Name of individual signing PATRICK PEDONTI
Valid signature Filed with authorized/valid electronic signature
SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 061169696 2012-09-24 SS&C TECHNOLOGIES, INC. 1084
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 541519
Sponsor’s telephone number 8602984500
Plan sponsor’s mailing address 80 LAMBERTON ROAD, WINDSOR, CT, 06095
Plan sponsor’s address 80 LAMBERTON ROAD, WINDSOR, CT, 06095

Plan administrator’s name and address
Administrator’s EIN 061169696
Plan administrator’s name SS&C TECHNOLOGIES, INC.
Plan administrator’s address 80 LAMBERTON ROAD, WINDSOR, CT, 06095
Administrator’s telephone number 8602984500

Number of participants as of the end of the plan year
Active participants 974
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 219
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 1020
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 44

Signature of
Role Plan administrator
Date 2012-09-24
Name of individual signing PATRICK PEDONTI
Valid signature Filed with authorized/valid electronic signature
SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 061169696 2011-09-21 SS&C TECHNOLOGIES, INC. 927
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 541519
Sponsor’s telephone number 8602984500
Plan sponsor’s mailing address 80 LAMBERTON ROAD, WINDSOR, CT, 06095
Plan sponsor’s address 80 LAMBERTON ROAD, WINDSOR, CT, 06095

Plan administrator’s name and address
Administrator’s EIN 061169696
Plan administrator’s name SS&C TECHNOLOGIES, INC.
Plan administrator’s address 80 LAMBERTON ROAD, WINDSOR, CT, 06095
Administrator’s telephone number 8602984500

Number of participants as of the end of the plan year
Active participants 908
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 175
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 871
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 26

Signature of
Role Plan administrator
Date 2011-09-21
Name of individual signing PATRICK PEDONTI
Valid signature Filed with authorized/valid electronic signature
SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 061169696 2011-09-20 SS&C TECHNOLOGIES, INC. 927
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 541519
Sponsor’s telephone number 8602984500
Plan sponsor’s mailing address 80 LAMBERTON ROAD, WINDSOR, CT, 06095
Plan sponsor’s address 80 LAMBERTON ROAD, WINDSOR, CT, 06095

Plan administrator’s name and address
Administrator’s EIN 061169696
Plan administrator’s name SS&C TECHNOLOGIES, INC.
Plan administrator’s address 80 LAMBERTON ROAD, WINDSOR, CT, 06095
Administrator’s telephone number 8602984500

Number of participants as of the end of the plan year
Active participants 908
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 175
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 871
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 26

Signature of
Role Plan administrator
Date 2011-09-20
Name of individual signing PATRICK PEDONTI
Valid signature Filed with authorized/valid electronic signature
SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 061169696 2010-08-23 SS&C TECHNOLOGIES, INC. 909
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 541519
Sponsor’s telephone number 8602984500
Plan sponsor’s mailing address 80 LAMBERTON ROAD, WINDSOR, CT, 06095
Plan sponsor’s address 80 LAMBERTON ROAD, WINDSOR, CT, 06095

Plan administrator’s name and address
Administrator’s EIN 061169696
Plan administrator’s name SS&C TECHNOLOGIES, INC.
Plan administrator’s address 80 LAMBERTON ROAD, WINDSOR, CT, 06095
Administrator’s telephone number 8602984500

Number of participants as of the end of the plan year
Active participants 760
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 166
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 758
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 20

Signature of
Role Plan administrator
Date 2010-08-23
Name of individual signing PATRICK PEDONTI
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Officer

Name Role Business address Residence address
William C. Stone Officer 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States
Eric Theroff Officer 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States
Stephen M. Petrov Officer 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States
Jason White Officer 151 W. 42nd Street, New York, NY, 10036, United States 16 Robbins Ave, Newington, CT, 06111-3831, United States
Rahul Kanwar Officer 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States

Director

Name Role Business address Residence address
William C. Stone Director 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States
Brian Schell Director 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States
Rahul Kanwar Director 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States 80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012296090 2024-05-31 No data Annual Report Annual Report No data
BF-0011258784 2023-05-18 No data Annual Report Annual Report No data
BF-0010414400 2022-05-09 No data Annual Report Annual Report 2022
BF-0010472280 2022-01-14 2022-01-14 Mass Agent Change � Address Agent Address Change No data
0007340330 2021-05-17 No data Annual Report Annual Report 2021
0006950703 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006943532 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006910213 2020-05-26 No data Annual Report Annual Report 2020
0006554149 2019-05-08 No data Annual Report Annual Report 2019
0006175385 2018-05-03 No data Annual Report Annual Report 2018

Related by officers

Jason White

RiskTaker Logistics LLC MOVE J2U LLC Imagination First LLC ALPS ADVISERS, INC. SS&C TECHNOLOGIES HOLDINGS EUROPE, CORP. Cornerstone Home Improvement, LLC Cornerstone Home Improvement, LLC

Brian Schell

EZE CASTLE SOFTWARE LLC ALPS ADVISERS, INC. DST HEALTH SOLUTIONS, LLC SS&C TECHNOLOGIES HOLDINGS EUROPE, CORP. ALPS FUND SERVICES, INC.

Rahul Kanwar

PL MEDICAL COMPANY, LLC DST PHARMACY SOLUTIONS, INC.

Related by address

80 LAMBERTON ROAD, WINDSOR, CT, 06095, United States

EZE CASTLE TRANSACTION SERVICES LLC SS&C TECHNOLOGIES CONNECTICUT, LLC

80 LAMBERTON ROAD, WINDSOR, CT, United States, 06095

SS&C TECHNOLOGIES CONNECTICUT, LLC

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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