401k Plan data: SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND plan

SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 401k Plan overview

Plan Name	SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND
Plan identification number	001

SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DEPOSITORS INSURANCE FUND has sponsored the creation of one or more 401k plans.

Company Name: DEPOSITORS INSURANCE FUND

Employer identification number (EIN): 041647690

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-11-01 THOMAS FORESE, JR.
001 2022-11-01
001 2022-11-01 THOMAS FORESE, JR.
001 2021-11-01
001 2021-11-01 THOMAS FORESE JR.
001 2020-11-01
001 2019-11-01
001 2018-11-01
001 2017-11-01
001 2016-11-01 THOMAS FORESE JR.
001 2015-11-01 THOMAS FORESE JR.
001 2014-11-01 THOMAS FORESE JR.
001 2013-11-01 THOMAS FORESE JR.
001 2012-11-01 THOMAS FORESE JR.
001 2011-11-01 THOMAS FORESE JR.
001 2009-11-01 THOMAS FORESE JR.

Financial Data on SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND

Measure	Date	Value
2023 : SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2023 401k financial data
Total income from all sources	2023-10-31	$840,898
Expenses. Total of all expenses incurred	2023-10-31	$445,251
Benefits paid (including direct rollovers)	2023-10-31	$445,251
Total plan assets at end of year	2023-10-31	$7,274,069
Total plan assets at beginning of year	2023-10-31	$6,878,422
Value of fidelity bond covering the plan	2023-10-31	$500,000
Other income received	2023-10-31	$360,898
Net income (gross income less expenses)	2023-10-31	$395,647
Net plan assets at end of year (total assets less liabilities)	2023-10-31	$7,274,069
Net plan assets at beginning of year (total assets less liabilities)	2023-10-31	$6,878,422
Total contributions received or receivable from employer(s)	2023-10-31	$480,000
2022 : SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2022 401k financial data
Total income from all sources	2022-10-31	$-1,116,152
Expenses. Total of all expenses incurred	2022-10-31	$407,982
Benefits paid (including direct rollovers)	2022-10-31	$407,982
Total plan assets at end of year	2022-10-31	$6,878,422
Total plan assets at beginning of year	2022-10-31	$8,402,556
Value of fidelity bond covering the plan	2022-10-31	$500,000
Other income received	2022-10-31	$-1,516,152
Net income (gross income less expenses)	2022-10-31	$-1,524,134
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$6,878,422
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$8,402,556
Total contributions received or receivable from employer(s)	2022-10-31	$400,000
2021 : SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2021 401k financial data
Total income from all sources	2021-10-31	$2,042,535
Expenses. Total of all expenses incurred	2021-10-31	$983,495
Benefits paid (including direct rollovers)	2021-10-31	$983,495
Total plan assets at end of year	2021-10-31	$8,402,556
Total plan assets at beginning of year	2021-10-31	$7,343,516
Value of fidelity bond covering the plan	2021-10-31	$500,000
Other income received	2021-10-31	$1,667,535
Net income (gross income less expenses)	2021-10-31	$1,059,040
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$8,402,556
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$7,343,516
Total contributions received or receivable from employer(s)	2021-10-31	$375,000
2020 : SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2020 401k financial data
Total income from all sources	2020-10-31	$653,656
Expenses. Total of all expenses incurred	2020-10-31	$805,870
Benefits paid (including direct rollovers)	2020-10-31	$805,870
Total plan assets at end of year	2020-10-31	$7,343,516
Total plan assets at beginning of year	2020-10-31	$7,495,730
Value of fidelity bond covering the plan	2020-10-31	$500,000
Other income received	2020-10-31	$253,656
Net income (gross income less expenses)	2020-10-31	$-152,214
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$7,343,516
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$7,495,730
Total contributions received or receivable from employer(s)	2020-10-31	$400,000
2019 : SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2019 401k financial data
Total income from all sources	2019-10-31	$1,039,042
Expenses. Total of all expenses incurred	2019-10-31	$196,507
Benefits paid (including direct rollovers)	2019-10-31	$196,507
Total plan assets at end of year	2019-10-31	$7,495,730
Total plan assets at beginning of year	2019-10-31	$6,653,195
Value of fidelity bond covering the plan	2019-10-31	$500,000
Other income received	2019-10-31	$689,042
Net income (gross income less expenses)	2019-10-31	$842,535
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$7,495,730
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$6,653,195
Total contributions received or receivable from employer(s)	2019-10-31	$350,000
2017 : SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2017 401k financial data
Total income from all sources	2017-10-31	$968,550
Expenses. Total of all expenses incurred	2017-10-31	$196,507
Benefits paid (including direct rollovers)	2017-10-31	$196,507
Total plan assets at end of year	2017-10-31	$6,595,405
Total plan assets at beginning of year	2017-10-31	$5,823,362
Value of fidelity bond covering the plan	2017-10-31	$500,000
Other income received	2017-10-31	$843,550
Net income (gross income less expenses)	2017-10-31	$772,043
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$6,595,405
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$5,823,362
Total contributions received or receivable from employer(s)	2017-10-31	$125,000
2016 : SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2016 401k financial data
Total income from all sources	2016-10-31	$684,224
Expenses. Total of all expenses incurred	2016-10-31	$115,996
Benefits paid (including direct rollovers)	2016-10-31	$115,996
Total plan assets at end of year	2016-10-31	$5,823,362
Total plan assets at beginning of year	2016-10-31	$5,255,134
Value of fidelity bond covering the plan	2016-10-31	$500,000
Other income received	2016-10-31	$189,224
Net income (gross income less expenses)	2016-10-31	$568,228
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$5,823,362
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$5,255,134
Total contributions received or receivable from employer(s)	2016-10-31	$495,000
2015 : SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2015 401k financial data
Total income from all sources	2015-10-31	$528,153
Expenses. Total of all expenses incurred	2015-10-31	$6,937
Benefits paid (including direct rollovers)	2015-10-31	$6,937
Total plan assets at end of year	2015-10-31	$5,255,134
Total plan assets at beginning of year	2015-10-31	$4,733,918
Value of fidelity bond covering the plan	2015-10-31	$473,392
Other income received	2015-10-31	$-36,847
Net income (gross income less expenses)	2015-10-31	$521,216
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$5,255,134
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$4,733,918
Total contributions received or receivable from employer(s)	2015-10-31	$565,000
2014 : SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2014 401k financial data
Total income from all sources	2014-10-31	$350,276
Expenses. Total of all expenses incurred	2014-10-31	$4,216
Benefits paid (including direct rollovers)	2014-10-31	$4,216
Total plan assets at end of year	2014-10-31	$4,733,918
Total plan assets at beginning of year	2014-10-31	$4,387,858
Value of fidelity bond covering the plan	2014-10-31	$473,392
Other income received	2014-10-31	$250,276
Net income (gross income less expenses)	2014-10-31	$346,060
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$4,733,918
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$4,387,858
Total contributions received or receivable from employer(s)	2014-10-31	$100,000
2013 : SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2013 401k financial data
Total income from all sources	2013-10-31	$675,904
Expenses. Total of all expenses incurred	2013-10-31	$335,646
Benefits paid (including direct rollovers)	2013-10-31	$335,646
Total plan assets at end of year	2013-10-31	$4,387,858
Total plan assets at beginning of year	2013-10-31	$4,047,600
Value of fidelity bond covering the plan	2013-10-31	$404,760
Other income received	2013-10-31	$675,904
Net income (gross income less expenses)	2013-10-31	$340,258
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$4,387,858
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$4,047,600
2012 : SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2012 401k financial data
Total income from all sources	2012-10-31	$720,094
Expenses. Total of all expenses incurred	2012-10-31	$5,337
Benefits paid (including direct rollovers)	2012-10-31	$5,337
Total plan assets at end of year	2012-10-31	$4,047,600
Total plan assets at beginning of year	2012-10-31	$3,332,843
Value of fidelity bond covering the plan	2012-10-31	$333,284
Other income received	2012-10-31	$320,094
Net income (gross income less expenses)	2012-10-31	$714,757
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$4,047,600
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$3,332,843
Total contributions received or receivable from employer(s)	2012-10-31	$400,000
2011 : SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2011 401k financial data
Total income from all sources	2011-10-31	$362,842
Expenses. Total of all expenses incurred	2011-10-31	$23,085
Benefits paid (including direct rollovers)	2011-10-31	$23,085
Total plan assets at end of year	2011-10-31	$3,332,843
Total plan assets at beginning of year	2011-10-31	$2,993,086
Value of fidelity bond covering the plan	2011-10-31	$268,723
Other income received	2011-10-31	$97,842
Net income (gross income less expenses)	2011-10-31	$339,757
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$3,332,843
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$2,993,086
Total contributions received or receivable from employer(s)	2011-10-31	$265,000

Form 5500 Responses for SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND

2022: SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2022 form 5500 responses
2022-11-01	Type of plan entity	Single employer plan
2022-11-01	Submission has been amended	No
2022-11-01	This submission is the final filing	No
2022-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-11-01	Plan is a collectively bargained plan	No
2022-11-01	Plan funding arrangement – Trust	Yes
2022-11-01	Plan benefit arrangement - Trust	Yes
2021: SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Submission has been amended	No
2021-11-01	This submission is the final filing	No
2021-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-11-01	Plan is a collectively bargained plan	No
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2020: SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Submission has been amended	No
2020-11-01	This submission is the final filing	No
2020-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-11-01	Plan is a collectively bargained plan	No
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Submission has been amended	No
2019-11-01	This submission is the final filing	No
2019-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-11-01	Plan is a collectively bargained plan	No
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2018: SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Submission has been amended	No
2018-11-01	This submission is the final filing	No
2018-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-11-01	Plan is a collectively bargained plan	No
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Submission has been amended	No
2017-11-01	This submission is the final filing	No
2017-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-11-01	Plan is a collectively bargained plan	No
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Submission has been amended	No
2016-11-01	This submission is the final filing	No
2016-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-11-01	Plan is a collectively bargained plan	No
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Submission has been amended	No
2015-11-01	This submission is the final filing	No
2015-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-11-01	Plan is a collectively bargained plan	No
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: SBERA PENSION PLAN AS ADOPTED BY DEPOSITORS INSURANCE FUND 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DEPOSITORS INSURANCE FUND
Employer identification number (EIN):	041647690
NAIC Classification:	522120
NAIC Description:	Savings Institutions

Plan id#	Filing Submission Date	Name of Administrator
001	2023-11-01	THOMAS FORESE, JR.
001	2022-11-01
001	2022-11-01	THOMAS FORESE, JR.
001	2021-11-01
001	2021-11-01	THOMAS FORESE JR.
001	2020-11-01
001	2019-11-01
001	2018-11-01
001	2017-11-01
001	2016-11-01	THOMAS FORESE JR.
001	2015-11-01	THOMAS FORESE JR.
001	2014-11-01	THOMAS FORESE JR.
001	2013-11-01	THOMAS FORESE JR.
001	2012-11-01	THOMAS FORESE JR.
001	2011-11-01	THOMAS FORESE JR.
001	2009-11-01	THOMAS FORESE JR.