401k Plan data: SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK plan

SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 401k Plan overview

Plan Name	SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK
Plan identification number	005

SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan. Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

ROCKLAND TRUST COMPANY has sponsored the creation of one or more 401k plans.

Company Name: ROCKLAND TRUST COMPANY

Employer identification number (EIN): 041782600

NAIC Classification: 522120
NAIC Description: Savings Institutions

Additional information about ROCKLAND TRUST COMPANY

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division

Incorporation Date:

Company Identification Number: 041782600

More information about ROCKLAND TRUST COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2021-11-01
005 2020-11-01
005 2019-11-01
005 2018-11-01

Plan Statistics for SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK

401k plan membership statisitcs for SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK

Measure Date Value
2022: SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2022 401k membership
Market value of plan assets 2022-10-31 14,092,656
Acturial value of plan assets 2022-10-31 14,092,656
Funding target for retired participants and beneficiaries receiving payment 2022-10-31 3,286,480
Number of terminated vested participants 2022-10-31 113
Fundng target for terminated vested participants 2022-10-31 4,707,451
Active participant vested funding target 2022-10-31 1,464,453
Number of active participants 2022-10-31 24
Total funding liabilities for active participants 2022-10-31 1,478,650
Total participant count 2022-10-31 157
Total funding target for all participants 2022-10-31 9,472,581
Balance at beginning of prior year after applicable adjustments 2022-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-10-31 0
Amount remaining of carryover balance 2022-10-31 0
Amount remaining of prefunding balance 2022-10-31 0
Present value of excess contributions 2022-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-10-31 0
Balance of carryovers at beginning of current year 2022-10-31 0
Balance of prefunding at beginning of current year 2022-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-10-31 0
Remaining amount of unpaid minimum required contributions 2022-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-10-31 0
Additional cash requirement 2022-10-31 0
Unpaid minimum required contributions for current year 2022-10-31 0
2021: SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2021 401k membership
Total participants, beginning-of-year 2021-11-01 157
Total number of active participants reported on line 7a of the Form 5500 2021-11-01 22
Number of retired or separated participants receiving benefits 2021-11-01 20
Number of other retired or separated participants entitled to future benefits 2021-11-01 105
Total of all active and inactive participants 2021-11-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-11-01 1
Total participants 2021-11-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-11-01 0
Market value of plan assets 2021-10-31 11,883,528
Acturial value of plan assets 2021-10-31 11,883,528
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 3,172,038
Number of terminated vested participants 2021-10-31 20
Fundng target for terminated vested participants 2021-10-31 4,252,035
Active participant vested funding target 2021-10-31 1,615,002
Number of active participants 2021-10-31 20
Total funding liabilities for active participants 2021-10-31 1,629,736
Total participant count 2021-10-31 164
Total funding target for all participants 2021-10-31 9,053,809
Balance at beginning of prior year after applicable adjustments 2021-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 0
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 888,653
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 939,128
Balance of carryovers at beginning of current year 2021-10-31 0
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 0
Total employee contributions 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 0
Additional cash requirement 2021-10-31 0
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2020 401k membership
Total participants, beginning-of-year 2020-11-01 164
Total number of active participants reported on line 7a of the Form 5500 2020-11-01 24
Number of retired or separated participants receiving benefits 2020-11-01 19
Number of other retired or separated participants entitled to future benefits 2020-11-01 112
Total of all active and inactive participants 2020-11-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-11-01 2
Total participants 2020-11-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-11-01 0
Market value of plan assets 2020-10-31 11,325,279
Acturial value of plan assets 2020-10-31 11,325,279
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 3,234,128
Number of terminated vested participants 2020-10-31 124
Fundng target for terminated vested participants 2020-10-31 3,873,332
Active participant vested funding target 2020-10-31 1,870,389
Number of active participants 2020-10-31 26
Total funding liabilities for active participants 2020-10-31 1,888,466
Total participant count 2020-10-31 170
Total funding target for all participants 2020-10-31 8,995,926
Balance at beginning of prior year after applicable adjustments 2020-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 0
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 0
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 950,000
Total employee contributions 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 888,653
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 0
Additional cash requirement 2020-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 888,653
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2019 401k membership
Total participants, beginning-of-year 2019-11-01 170
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 20
Number of retired or separated participants receiving benefits 2019-11-01 20
Number of other retired or separated participants entitled to future benefits 2019-11-01 123
Total of all active and inactive participants 2019-11-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-11-01 1
Total participants 2019-11-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-11-01 0
Market value of plan assets 2019-10-31 10,629,618
Acturial value of plan assets 2019-10-31 10,629,618
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 3,080,281
Number of terminated vested participants 2019-10-31 85
Fundng target for terminated vested participants 2019-10-31 1,477,942
Active participant vested funding target 2019-10-31 3,713,157
Number of active participants 2019-10-31 72
Total funding liabilities for active participants 2019-10-31 3,749,677
Total participant count 2019-10-31 175
Total funding target for all participants 2019-10-31 8,307,900
Balance at beginning of prior year after applicable adjustments 2019-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-31 0
Prefunding balanced used to offset prior years funding requirement 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 0
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 469,198
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 496,787
Balance of carryovers at beginning of current year 2019-10-31 0
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 0
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 0
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 0
Net shortfall amortization installment of oustanding balance 2019-10-31 0
Waiver amortization installment 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 0
Additional cash requirement 2019-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2018 401k membership
Total participants, beginning-of-year 2018-11-01 175
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 26
Number of retired or separated participants receiving benefits 2018-11-01 19
Number of other retired or separated participants entitled to future benefits 2018-11-01 124
Total of all active and inactive participants 2018-11-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-11-01 1
Total participants 2018-11-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-11-01 0

Measure	Date	Value
2022: SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2022 401k membership
Market value of plan assets	2022-10-31	14,092,656
Acturial value of plan assets	2022-10-31	14,092,656
Funding target for retired participants and beneficiaries receiving payment	2022-10-31	3,286,480
Number of terminated vested participants	2022-10-31	113
Fundng target for terminated vested participants	2022-10-31	4,707,451
Active participant vested funding target	2022-10-31	1,464,453
Number of active participants	2022-10-31	24
Total funding liabilities for active participants	2022-10-31	1,478,650
Total participant count	2022-10-31	157
Total funding target for all participants	2022-10-31	9,472,581
Balance at beginning of prior year after applicable adjustments	2022-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-10-31	0
Amount remaining of carryover balance	2022-10-31	0
Amount remaining of prefunding balance	2022-10-31	0
Present value of excess contributions	2022-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-10-31	0
Balance of carryovers at beginning of current year	2022-10-31	0
Balance of prefunding at beginning of current year	2022-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-10-31	0
Remaining amount of unpaid minimum required contributions	2022-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-10-31	0
Additional cash requirement	2022-10-31	0
Unpaid minimum required contributions for current year	2022-10-31	0
2021: SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2021 401k membership
Total participants, beginning-of-year	2021-11-01	157
Total number of active participants reported on line 7a of the Form 5500	2021-11-01	22
Number of retired or separated participants receiving benefits	2021-11-01	20
Number of other retired or separated participants entitled to future benefits	2021-11-01	105
Total of all active and inactive participants	2021-11-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-11-01	1
Total participants	2021-11-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-11-01	0
Market value of plan assets	2021-10-31	11,883,528
Acturial value of plan assets	2021-10-31	11,883,528
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	3,172,038
Number of terminated vested participants	2021-10-31	20
Fundng target for terminated vested participants	2021-10-31	4,252,035
Active participant vested funding target	2021-10-31	1,615,002
Number of active participants	2021-10-31	20
Total funding liabilities for active participants	2021-10-31	1,629,736
Total participant count	2021-10-31	164
Total funding target for all participants	2021-10-31	9,053,809
Balance at beginning of prior year after applicable adjustments	2021-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	0
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	888,653
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	939,128
Balance of carryovers at beginning of current year	2021-10-31	0
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	0
Total employee contributions	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	0
Additional cash requirement	2021-10-31	0
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2020 401k membership
Total participants, beginning-of-year	2020-11-01	164
Total number of active participants reported on line 7a of the Form 5500	2020-11-01	24
Number of retired or separated participants receiving benefits	2020-11-01	19
Number of other retired or separated participants entitled to future benefits	2020-11-01	112
Total of all active and inactive participants	2020-11-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-11-01	2
Total participants	2020-11-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-11-01	0
Market value of plan assets	2020-10-31	11,325,279
Acturial value of plan assets	2020-10-31	11,325,279
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	3,234,128
Number of terminated vested participants	2020-10-31	124
Fundng target for terminated vested participants	2020-10-31	3,873,332
Active participant vested funding target	2020-10-31	1,870,389
Number of active participants	2020-10-31	26
Total funding liabilities for active participants	2020-10-31	1,888,466
Total participant count	2020-10-31	170
Total funding target for all participants	2020-10-31	8,995,926
Balance at beginning of prior year after applicable adjustments	2020-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	0
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	0
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	950,000
Total employee contributions	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	888,653
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	0
Additional cash requirement	2020-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	888,653
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2019 401k membership
Total participants, beginning-of-year	2019-11-01	170
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	20
Number of retired or separated participants receiving benefits	2019-11-01	20
Number of other retired or separated participants entitled to future benefits	2019-11-01	123
Total of all active and inactive participants	2019-11-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-11-01	1
Total participants	2019-11-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-11-01	0
Market value of plan assets	2019-10-31	10,629,618
Acturial value of plan assets	2019-10-31	10,629,618
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	3,080,281
Number of terminated vested participants	2019-10-31	85
Fundng target for terminated vested participants	2019-10-31	1,477,942
Active participant vested funding target	2019-10-31	3,713,157
Number of active participants	2019-10-31	72
Total funding liabilities for active participants	2019-10-31	3,749,677
Total participant count	2019-10-31	175
Total funding target for all participants	2019-10-31	8,307,900
Balance at beginning of prior year after applicable adjustments	2019-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-31	0
Prefunding balanced used to offset prior years funding requirement	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	0
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	469,198
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	496,787
Balance of carryovers at beginning of current year	2019-10-31	0
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	0
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	0
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	0
Net shortfall amortization installment of oustanding balance	2019-10-31	0
Waiver amortization installment	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	0
Additional cash requirement	2019-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2018 401k membership
Total participants, beginning-of-year	2018-11-01	175
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	26
Number of retired or separated participants receiving benefits	2018-11-01	19
Number of other retired or separated participants entitled to future benefits	2018-11-01	124
Total of all active and inactive participants	2018-11-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-11-01	1
Total participants	2018-11-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-11-01	0

Financial Data on SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK

Measure	Date	Value
2022 : SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-10-31	$0
Total income from all sources (including contributions)	2022-10-31	$-2,438,818
Total loss/gain on sale of assets	2022-10-31	$0
Total of all expenses incurred	2022-10-31	$2,102,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-10-31	$2,102,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-10-31	$0
Value of total assets at end of year	2022-10-31	$9,594,796
Value of total assets at beginning of year	2022-10-31	$14,135,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-10-31	$0
Total interest from all sources	2022-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-10-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-10-31	$0
Was this plan covered by a fidelity bond	2022-10-31	Yes
Value of fidelity bond cover	2022-10-31	$500,000
If this is an individual account plan, was there a blackout period	2022-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-10-31	No
Value of net income/loss	2022-10-31	$-4,541,118
Value of net assets at end of year (total assets less liabilities)	2022-10-31	$9,594,796
Value of net assets at beginning of year (total assets less liabilities)	2022-10-31	$14,135,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-10-31	No
Were any leases to which the plan was party in default or uncollectible	2022-10-31	No
Value of interest in common/collective trusts at end of year	2022-10-31	$9,594,796
Value of interest in common/collective trusts at beginning of year	2022-10-31	$14,135,914
Net investment gain or loss from common/collective trusts	2022-10-31	$-2,438,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-10-31	No
Was there a failure to transmit to the plan any participant contributions	2022-10-31	No
Has the plan failed to provide any benefit when due under the plan	2022-10-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-10-31	$2,102,300
Did the plan have assets held for investment	2022-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-10-31	No
Opinion of an independent qualified public accountant for this plan	2022-10-31	Unqualified
Accountancy firm name	2022-10-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2022-10-31	203985546
2021 : SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-10-31	$0
Total income from all sources (including contributions)	2021-10-31	$2,742,925
Total loss/gain on sale of assets	2021-10-31	$0
Total of all expenses incurred	2021-10-31	$542,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-10-31	$542,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-10-31	$0
Value of total assets at end of year	2021-10-31	$14,135,914
Value of total assets at beginning of year	2021-10-31	$11,935,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-10-31	$0
Total interest from all sources	2021-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-10-31	No
Was this plan covered by a fidelity bond	2021-10-31	Yes
Value of fidelity bond cover	2021-10-31	$500,000
If this is an individual account plan, was there a blackout period	2021-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-10-31	No
Value of net income/loss	2021-10-31	$2,200,898
Value of net assets at end of year (total assets less liabilities)	2021-10-31	$14,135,914
Value of net assets at beginning of year (total assets less liabilities)	2021-10-31	$11,935,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-10-31	No
Were any leases to which the plan was party in default or uncollectible	2021-10-31	No
Value of interest in common/collective trusts at end of year	2021-10-31	$14,135,914
Value of interest in common/collective trusts at beginning of year	2021-10-31	$10,985,016
Net investment gain or loss from common/collective trusts	2021-10-31	$2,742,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-10-31	No
Was there a failure to transmit to the plan any participant contributions	2021-10-31	No
Has the plan failed to provide any benefit when due under the plan	2021-10-31	No
Employer contributions (assets) at beginning of year	2021-10-31	$950,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-10-31	$542,027
Did the plan have assets held for investment	2021-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-10-31	No
Opinion of an independent qualified public accountant for this plan	2021-10-31	Unqualified
Accountancy firm name	2021-10-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2021-10-31	203985546
2020 : SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-10-31	$0
Total income from all sources (including contributions)	2020-10-31	$1,388,140
Total loss/gain on sale of assets	2020-10-31	$0
Total of all expenses incurred	2020-10-31	$793,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-10-31	$793,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-10-31	$950,000
Value of total assets at end of year	2020-10-31	$11,935,016
Value of total assets at beginning of year	2020-10-31	$11,340,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-10-31	$0
Total interest from all sources	2020-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-10-31	No
Was this plan covered by a fidelity bond	2020-10-31	Yes
Value of fidelity bond cover	2020-10-31	$500,000
If this is an individual account plan, was there a blackout period	2020-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-10-31	No
Value of net income/loss	2020-10-31	$594,481
Value of net assets at end of year (total assets less liabilities)	2020-10-31	$11,935,016
Value of net assets at beginning of year (total assets less liabilities)	2020-10-31	$11,340,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-10-31	No
Were any leases to which the plan was party in default or uncollectible	2020-10-31	No
Value of interest in common/collective trusts at end of year	2020-10-31	$10,985,016
Value of interest in common/collective trusts at beginning of year	2020-10-31	$11,340,535
Net investment gain or loss from common/collective trusts	2020-10-31	$438,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-10-31	No
Was there a failure to transmit to the plan any participant contributions	2020-10-31	No
Has the plan failed to provide any benefit when due under the plan	2020-10-31	No
Contributions received in cash from employer	2020-10-31	$950,000
Employer contributions (assets) at end of year	2020-10-31	$950,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-10-31	$793,659
Did the plan have assets held for investment	2020-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-10-31	No
Opinion of an independent qualified public accountant for this plan	2020-10-31	Unqualified
Accountancy firm name	2020-10-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2020-10-31	203985546
2019 : SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-10-31	$0
Total income from all sources (including contributions)	2019-10-31	$1,096,964
Total loss/gain on sale of assets	2019-10-31	$0
Total of all expenses incurred	2019-10-31	$393,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-10-31	$393,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-10-31	$0
Value of total assets at end of year	2019-10-31	$11,340,535
Value of total assets at beginning of year	2019-10-31	$10,636,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-10-31	$0
Total interest from all sources	2019-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-10-31	No
Was this plan covered by a fidelity bond	2019-10-31	Yes
Value of fidelity bond cover	2019-10-31	$500,000
If this is an individual account plan, was there a blackout period	2019-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-10-31	No
Value of net income/loss	2019-10-31	$703,578
Value of net assets at end of year (total assets less liabilities)	2019-10-31	$11,340,535
Value of net assets at beginning of year (total assets less liabilities)	2019-10-31	$10,636,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-10-31	No
Were any leases to which the plan was party in default or uncollectible	2019-10-31	No
Value of interest in common/collective trusts at end of year	2019-10-31	$11,340,535
Value of interest in common/collective trusts at beginning of year	2019-10-31	$10,131,957
Net investment gain or loss from common/collective trusts	2019-10-31	$1,096,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-10-31	No
Was there a failure to transmit to the plan any participant contributions	2019-10-31	No
Has the plan failed to provide any benefit when due under the plan	2019-10-31	No
Employer contributions (assets) at beginning of year	2019-10-31	$505,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-10-31	$393,386
Did the plan have assets held for investment	2019-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-10-31	No
Opinion of an independent qualified public accountant for this plan	2019-10-31	Unqualified
Accountancy firm name	2019-10-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2019-10-31	203985546

Form 5500 Responses for SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK

2021: SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Submission has been amended	Yes
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 BLUE HILLS BANK 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 BLUE HILLS BANK 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 BLUE HILLS BANK 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

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Company Name:	ROCKLAND TRUST COMPANY
Employer identification number (EIN):	041782600
NAIC Classification:	522120
NAIC Description:	Savings Institutions

Jurisdiction of Incorporation:	Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number:	041782600