Plan Of Connecticut Inc.
- Company typePrivate
- Founded1990
- HeadquartersHartford, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Plan Of Connecticut Inc. firmographics
Firmographics- Name
- Plan Of Connecticut Inc.
- Legal name
- Plan Of Connecticut Inc.
- Website
- https://planofct.org
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Plan Of Connecticut Inc. industry classification
Industry- Product category
- Trust Administration Services
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920), Portfolio Management and Investment Advice (523940)
- akta.pro primary industry
- Special Needs & Supplemental Needs Trust Services (FSAAANAJ)
- akta.pro secondary industries
- Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG), Philanthropic & Charitable Trust Services (FSAAANAI), Estate Planning, Trust Structuring & Governance (FSAAADAF)
Keywords
Where Plan Of Connecticut Inc. is headquartered
LocationHeadquarters
- HQ city
- Hartford
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Plan Of Connecticut Inc. business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Marketing or Sales, Others
Revenue model
- Trust Establishment Fees: One-time establishment fees charged when trust application materials are submitted. Reduced fees available for additional trusts within the same family.
- Trust Administration Fees: Ongoing administration fees based on fee schedules, incurred once the trust becomes funded. No fees charged until trust is funded.
- Professional Member Dues: Annual membership dues of $125 per year for attorneys, providing access to trust documents, website listing, professional lists distribution, and free seminar admission.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Professional Member Attorney Annual Dues |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Plan Of Connecticut Inc. product offering
Product offeringCore offering
PLAN of CT is a 501(c)(3) nonprofit that administers special needs trusts for individuals with disabilities and their families. It offers Third Party Trusts, Pooled Trusts (the only such trust authorized in Connecticut), and Self-Settled Trusts, along with Charitable Trust Grants for one-time needs-based assistance. Trust administration is conducted under conservative investment management per the CT Uniform Prudent Investors Act with no minimum funding requirement.
Product overview
PLAN of CT offers a unified special needs trust administration platform focused exclusively on serving individuals with disabilities and their families. The core offerings include Third Party Trusts (for estate planning by family members), Pooled Trusts (the only such trust in Connecticut, allowing self-contributions while maintaining benefits), and Self-Settled Trusts (for protecting direct inheritances and settlements). Additionally, the Charitable Trust Grants program provides one-time needs-based assistance for quality-of-life purchases. The organization operates a Professional Member network of over 180 attorneys who help families establish trusts. All trust services are administered in compliance with federal regulations and Connecticut state law, with no minimum funding requirements.
Differentiator
Problem solved
Functional benefit
Products and services
- Third Party Trusts A Third Party Special Needs Trust established by parents, guardians, or others on behalf of an individual with a disability, typically funded through estate planning or wills. Designed for family members who want to leave an inheritance without disrupting the beneficiary's eligibility for public benefits.
- Pooled Trusts The only Special Needs Pooled Trust in Connecticut, allowing individuals with disabilities (including those over 65) to contribute their own income or assets while maintaining eligibility for public benefits such as Medicaid or waiver programs.
- Self-Settled Trusts A trust for disabled individuals under 65 to protect assets such as direct inheritances, Social Security back-payments, settlements, or lottery winnings while maintaining eligibility for state or federal benefits.
- Charitable Trust Grants A fund that allows individuals of any age with a disability to apply for one-time needs-based assistance through a grant to purchase services or resources that enhance quality of life, such as ramps, therapy, and home modifications.
- Professional Member Program An annual membership program for attorneys practicing in elder law, estate planning, and special needs planning, providing access to trust documents, website listing, professional list inclusion, and free seminar admission for $125 per year.
Companies that use Plan Of Connecticut Inc.
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Plan Of Connecticut Inc. technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Plan Of Connecticut Inc. partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Professional Member AttorneyscorePLAN of CT partners with over 180 attorneys across Connecticut who serve as Professional Members. Attorneys pay $125 annual dues for access to trust documents, website listing, professional list inclusion, and free seminar admission. They coordinate with PLAN of CT to establish trusts for families of individuals with disabilities.
- Professional Partners (Disability Community)coreProfessional Partners coordinate with individuals with disabilities, families, community agencies, financial planners, insurance agents, support groups and disability-specific communities. These partnerships help create customized plans to ensure individuals with disabilities enjoy fulfilling, secure lives.
Scale indicators3 records
Recent moves5 records
Expansion highlights3 records
Plan Of Connecticut Inc. competitors and assessment
Company assessmentOthers
- Easterseals: Major disability services nonprofit delivering direct programs, therapies, and community support for people with disabilities nationwide. Shares PLAN of CT's disability-mission orientation but provides direct services rather than fiduciary trust administration.
- The Arc of the United States: National disability advocacy nonprofit that supports individuals with intellectual and developmental disabilities and their families, including through referral to special needs resources like PLAN of CT. Operates as a community and advocacy partner rather than a direct trust administrator.
- National PLAN Alliance: Umbrella organization for state-level PLAN affiliates that perform the same pooled-trust and special needs trust administration model as PLAN of CT. PLAN of CT's Executive Director simultaneously serves as ED of the National PLAN Alliance, providing direct organizational linkage.
Broad incumbents
- Wells Fargo: Large national bank with a special needs trust and wealth management practice serving families with disabled beneficiaries. Provides a comparable fiduciary service as part of a much broader institutional offering rather than a focused nonprofit mission.
- Bank of America Private Bank: Provides trust administration and special needs planning for ultra-high-net-worth families as part of comprehensive wealth management. Comparable in function but operates at a different price point and without a disability-mission focus.
- MassMutual: Insurance and financial services firm offering special needs planning through its SpecialCare program. Addresses the same families as PLAN of CT but through a for-profit distribution channel and without a statutory monopoly in any single state.
- Fidelity Investments: Major wealth management firm offering special needs planning and trust services through its broader investment platform. Competes for high-net-worth disability planning but lacks PLAN of CT's nonprofit structure, statutory pooled-trust monopoly, and disability-experienced governance.
- Charles Schwab: Major brokerage and wealth management firm offering estate and financial planning that may include special needs components. Adjacent rather than direct — generally serves families' investment needs rather than operating as a trustee.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Plan Of Connecticut Inc. social profiles
Digital presencePlan Of Connecticut Inc. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Plan Of Connecticut Inc. leadership team
Management profileNumber of profiles
Profiles15 records
Plan Of Connecticut Inc. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Plan Of Connecticut Inc. M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Plan Of Connecticut Inc.
What does Plan Of Connecticut Inc. do?
PLAN of CT is a 501(c)(3) nonprofit that administers special needs trusts for individuals with disabilities and their families. It offers Third Party Trusts, Pooled Trusts (the only such trust authorized in Connecticut), and Self-Settled Trusts, along with Charitable Trust Grants for one-time needs-based assistance. Trust administration is conducted under conservative investment management per the CT Uniform Prudent Investors Act with no minimum funding requirement.
Is Plan Of Connecticut Inc. a public or private company?
Plan Of Connecticut Inc. is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Plan Of Connecticut Inc. founded?
Plan Of Connecticut Inc. was founded in 1990. It employs 1 to 10 people.
Where is Plan Of Connecticut Inc. based?
Plan Of Connecticut Inc. is headquartered in Hartford, United States, in the North America region.
How does Plan Of Connecticut Inc. make money?
Three revenue lines are on record. Trust Establishment Fees are the primary driver. The others are trust Administration Fees and professional Member Dues.
Who are Plan Of Connecticut Inc.'s main competitors?
Others on record are Easterseals, The Arc of the United States and National PLAN Alliance. Broad incumbents are Wells Fargo, Bank of America Private Bank, MassMutual, Fidelity Investments and Charles Schwab.
Does Plan Of Connecticut Inc. have an API?
No public API is recorded for Plan Of Connecticut Inc..
What industry is Plan Of Connecticut Inc. in?
Plan Of Connecticut Inc.'s product category is Trust Administration Services. Its primary akta.pro industry code is FSAAANAJ, Special Needs & Supplemental Needs Trust Services, with a secondary code of FSAEAKAG, Guardianship, Conservatorship & Special Needs Trust Services. Its NAICS code is 52592.