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THE RETIREMENT PLAN OF ROCKVILLE BANK 401k Plan overview

Plan NameTHE RETIREMENT PLAN OF ROCKVILLE BANK
Plan identification number 001

THE RETIREMENT PLAN OF ROCKVILLE BANK Benefits

401k Plan TypeDefined 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).
  • 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

ROCKVILLE BANK has sponsored the creation of one or more 401k plans.

Company Name:ROCKVILLE BANK
Employer identification number (EIN):060523930
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RETIREMENT PLAN OF ROCKVILLE BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01CRAIG HURTY CRAIG HURTY2018-08-09
0012016-01-01CRAIG HURTY CRAIG HURTY2017-08-10
0012015-01-01CRAIG HURTY CRAIG HURTY2016-09-29
0012014-01-01CRAIG HURTY
0012013-01-01CRAIG HURTY
0012012-01-01RICHARD J. TRACHIMOWICZ
0012011-01-01RICHARD J. TRACHIMOWICZ
0012010-01-01RICHARD J. TRACHIMOWICZ
0012009-01-01RICHARD J. TRACHIMOWICZ RICHARD J. TRACHIMOWICZ2010-10-12

Plan Statistics for THE RETIREMENT PLAN OF ROCKVILLE BANK

401k plan membership statisitcs for THE RETIREMENT PLAN OF ROCKVILLE BANK

Measure Date Value
2018: THE RETIREMENT PLAN OF ROCKVILLE BANK 2018 401k membership
Market value of plan assets2018-12-3131,629,427
Acturial value of plan assets2018-12-3129,994,248
Funding target for retired participants and beneficiaries receiving payment2018-12-3110,937,669
Number of terminated vested participants2018-12-3174
Fundng target for terminated vested participants2018-12-317,871,748
Active participant vested funding target2018-12-314,474,166
Number of active participants2018-12-3135
Total funding liabilities for active participants2018-12-314,593,924
Total participant count2018-12-31160
Total funding target for all participants2018-12-3123,403,341
Balance at beginning of prior year after applicable adjustments2018-12-314,176,624
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,884,119
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-314,176,624
Amount remaining of prefunding balance2018-12-311,884,119
Present value of excess contributions2018-12-311,386,825
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,469,757
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-31531,373
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-314,300,981
Balance of prefunding at beginning of current year2018-12-312,179,926
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31110,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01159
Total number of active participants reported on line 7a of the Form 55002018-01-0131
Number of retired or separated participants receiving benefits2018-01-0149
Number of other retired or separated participants entitled to future benefits2018-01-0174
Total of all active and inactive participants2018-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01158
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE RETIREMENT PLAN OF ROCKVILLE BANK 2017 401k membership
Market value of plan assets2017-12-3127,087,280
Acturial value of plan assets2017-12-3127,743,315
Funding target for retired participants and beneficiaries receiving payment2017-12-319,269,070
Number of terminated vested participants2017-12-3175
Fundng target for terminated vested participants2017-12-317,138,750
Active participant vested funding target2017-12-315,014,163
Number of active participants2017-12-3141
Total funding liabilities for active participants2017-12-315,173,148
Total participant count2017-12-31161
Total funding target for all participants2017-12-3121,580,968
Balance at beginning of prior year after applicable adjustments2017-12-314,075,253
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,763,001
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-314,075,253
Amount remaining of prefunding balance2017-12-311,763,001
Present value of excess contributions2017-12-31575,429
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31610,991
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-31178,599
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-314,176,624
Balance of prefunding at beginning of current year2017-12-311,884,119
Total employer contributions2017-12-311,500,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,386,825
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31100,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-311,386,825
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01160
Total number of active participants reported on line 7a of the Form 55002017-01-0135
Number of retired or separated participants receiving benefits2017-01-0148
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01159
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE RETIREMENT PLAN OF ROCKVILLE BANK 2016 401k membership
Market value of plan assets2016-12-3125,755,978
Acturial value of plan assets2016-12-3127,200,056
Funding target for retired participants and beneficiaries receiving payment2016-12-319,308,589
Number of terminated vested participants2016-12-3165
Fundng target for terminated vested participants2016-12-315,615,110
Active participant vested funding target2016-12-315,508,590
Number of active participants2016-12-3153
Total funding liabilities for active participants2016-12-315,762,082
Total participant count2016-12-31162
Total funding target for all participants2016-12-3120,685,781
Balance at beginning of prior year after applicable adjustments2016-12-314,160,478
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,784,053
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-3136,563
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-314,123,915
Amount remaining of prefunding balance2016-12-311,784,053
Present value of excess contributions2016-12-31485,927
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31514,165
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-314,075,253
Balance of prefunding at beginning of current year2016-12-311,763,001
Total employer contributions2016-12-31624,590
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31575,429
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3195,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31575,429
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01162
Total number of active participants reported on line 7a of the Form 55002016-01-0142
Number of retired or separated participants receiving benefits2016-01-0143
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01162
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE RETIREMENT PLAN OF ROCKVILLE BANK 2015 401k membership
Total participants, beginning-of-year2015-01-01162
Total number of active participants reported on line 7a of the Form 55002015-01-0153
Number of retired or separated participants receiving benefits2015-01-0141
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01161
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE RETIREMENT PLAN OF ROCKVILLE BANK 2014 401k membership
Total participants, beginning-of-year2014-01-01184
Total number of active participants reported on line 7a of the Form 55002014-01-0159
Number of retired or separated participants receiving benefits2014-01-0135
Number of other retired or separated participants entitled to future benefits2014-01-0164
Total of all active and inactive participants2014-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE RETIREMENT PLAN OF ROCKVILLE BANK 2013 401k membership
Total participants, beginning-of-year2013-01-01186
Total number of active participants reported on line 7a of the Form 55002013-01-0173
Number of retired or separated participants receiving benefits2013-01-0133
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01184
2012: THE RETIREMENT PLAN OF ROCKVILLE BANK 2012 401k membership
Total participants, beginning-of-year2012-01-01188
Total number of active participants reported on line 7a of the Form 55002012-01-0185
Number of retired or separated participants receiving benefits2012-01-0131
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01186
2011: THE RETIREMENT PLAN OF ROCKVILLE BANK 2011 401k membership
Total participants, beginning-of-year2011-01-01189
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-0130
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE RETIREMENT PLAN OF ROCKVILLE BANK 2010 401k membership
Total participants, beginning-of-year2010-01-01190
Total number of active participants reported on line 7a of the Form 55002010-01-01101
Number of retired or separated participants receiving benefits2010-01-0127
Number of other retired or separated participants entitled to future benefits2010-01-0159
Total of all active and inactive participants2010-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE RETIREMENT PLAN OF ROCKVILLE BANK 2009 401k membership
Total participants, beginning-of-year2009-01-01193
Total number of active participants reported on line 7a of the Form 55002009-01-01104
Number of retired or separated participants receiving benefits2009-01-0126
Number of other retired or separated participants entitled to future benefits2009-01-0159
Total of all active and inactive participants2009-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01190
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE RETIREMENT PLAN OF ROCKVILLE BANK

Measure Date Value
2018 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-569,065
Total unrealized appreciation/depreciation of assets2018-12-31$-569,065
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,104,098
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,197,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,040,332
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$29,358,203
Value of total assets at beginning of year2018-12-31$31,659,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$157,037
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$311,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$311,143
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$19,581,722
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$16,382,851
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$11,766
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-2,301,467
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,358,203
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,659,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$57,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,662,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,468,318
Value of interest in pooled separate accounts at end of year2018-12-31$113,821
Value of interest in pooled separate accounts at beginning of year2018-12-31$308,501
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-850,131
Net investment gain/loss from pooled separate accounts2018-12-31$3,955
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$1,500,000
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,040,332
Contract administrator fees2018-12-31$87,900
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PUE, CHICK, LEIBOWITZ & BLEZARD,LLC
Accountancy firm EIN2018-12-31061442902
2017 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,213,722
Total unrealized appreciation/depreciation of assets2017-12-31$1,213,722
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,664,433
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,105,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$971,125
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,500,000
Value of total assets at end of year2017-12-31$31,659,670
Value of total assets at beginning of year2017-12-31$27,100,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$134,518
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$229,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$229,468
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$16,382,851
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,896,581
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$11,178
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$4,558,790
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,659,670
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,100,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$33,655
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,468,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,368,313
Value of interest in pooled separate accounts at end of year2017-12-31$308,501
Value of interest in pooled separate accounts at beginning of year2017-12-31$211,396
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,716,366
Net investment gain/loss from pooled separate accounts2017-12-31$4,877
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,500,000
Employer contributions (assets) at end of year2017-12-31$1,500,000
Employer contributions (assets) at beginning of year2017-12-31$624,590
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$971,125
Contract administrator fees2017-12-31$89,685
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PUE, CHICK, LEIBOWITZ & BLEZARD,LLC
Accountancy firm EIN2017-12-31061442902
2016 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$351,254
Total unrealized appreciation/depreciation of assets2016-12-31$351,254
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,366,385
Total loss/gain on sale of assets2016-12-31$33,539
Total of all expenses incurred2016-12-31$1,033,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$913,993
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$624,590
Value of total assets at end of year2016-12-31$27,100,880
Value of total assets at beginning of year2016-12-31$25,767,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$119,060
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$527,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$527,653
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,896,581
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,819,038
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,333,332
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,100,880
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,767,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,368,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,140,903
Value of interest in pooled separate accounts at end of year2016-12-31$211,396
Value of interest in pooled separate accounts at beginning of year2016-12-31$279,107
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$829,191
Net investment gain/loss from pooled separate accounts2016-12-31$158
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$624,590
Employer contributions (assets) at end of year2016-12-31$624,590
Employer contributions (assets) at beginning of year2016-12-31$528,500
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$913,993
Contract administrator fees2016-12-31$119,060
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,117,178
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,083,639
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PUE, CHICK, LEIBOWITZ & BLEZARD LLC
Accountancy firm EIN2016-12-31061442902
2015 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,222,877
Total unrealized appreciation/depreciation of assets2015-12-31$-4,222,877
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$230,437
Total loss/gain on sale of assets2015-12-31$4,010,367
Total of all expenses incurred2015-12-31$981,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$856,732
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$528,500
Value of total assets at end of year2015-12-31$25,767,548
Value of total assets at beginning of year2015-12-31$26,518,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$124,990
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$113
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$362,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$362,169
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,819,038
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$8,746
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-751,285
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,767,548
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,518,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,140,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,800,026
Value of interest in pooled separate accounts at end of year2015-12-31$279,107
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,718,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,718,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$113
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-456,626
Net investment gain/loss from pooled separate accounts2015-12-31$45
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$528,500
Employer contributions (assets) at end of year2015-12-31$528,500
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$856,732
Contract administrator fees2015-12-31$124,990
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$37,367,081
Aggregate carrying amount (costs) on sale of assets2015-12-31$33,356,714
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PUE, CHICK, LEIBOWITZ & BLEZARD,LLC
Accountancy firm EIN2015-12-31061442902
2014 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,669,302
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,408,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,280,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$26,518,833
Value of total assets at beginning of year2014-12-31$26,257,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$127,451
Total interest from all sources2014-12-31$304
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$973,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$973,179
Administrative expenses professional fees incurred2014-12-31$28,575
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$17,370
Administrative expenses (other) incurred2014-12-31$23,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$260,853
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,518,833
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,257,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$75,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,800,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,015,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,718,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$242,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$242,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$678,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,280,998
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PUE,CHICK,LEIBOWITZ, & BLEZARD, LLC
Accountancy firm EIN2014-12-31061442902
2013 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,353,912
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$877,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$719,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$26,257,980
Value of total assets at beginning of year2013-12-31$22,781,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$157,257
Total interest from all sources2013-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$780,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$780,706
Administrative expenses professional fees incurred2013-12-31$68,150
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$13,120
Administrative expenses (other) incurred2013-12-31$20,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,476,722
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,257,980
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,781,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$68,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,015,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,557,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$242,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$223,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$223,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,560,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$719,933
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PUE,CHICK,LEIBOWITZ, & BLEZARD, LLC
Accountancy firm EIN2013-12-31061442902
2012 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,844,113
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$843,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$713,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$22,781,258
Value of total assets at beginning of year2012-12-31$20,780,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$130,692
Total interest from all sources2012-12-31$11
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$663,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$663,659
Administrative expenses professional fees incurred2012-12-31$47,660
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$11,186
Administrative expenses (other) incurred2012-12-31$21,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,000,317
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,781,258
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,780,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$62,014
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,557,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,573,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$223,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$207,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$207,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,169,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$713,104
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PUE,CHICK,LEIBOWITZ, & BLEZARD, LLC
Accountancy firm EIN2012-12-31061442902
2011 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,035,148
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$654,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$556,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$800,000
Value of total assets at end of year2011-12-31$20,780,941
Value of total assets at beginning of year2011-12-31$20,400,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$97,972
Total interest from all sources2011-12-31$13
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$614,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$614,740
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$15,459
Administrative expenses (other) incurred2011-12-31$38,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$380,221
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,780,941
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,400,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$59,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,573,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,197,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$207,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$202,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$202,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-395,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$556,955
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PUE,CHICK,LEIBOWITZ, & BLEZARD, LLC
Accountancy firm EIN2011-12-31061442902
2010 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$6,650
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,462,240
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$439,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$364,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$900,000
Value of total assets at end of year2010-12-31$20,400,720
Value of total assets at beginning of year2010-12-31$17,384,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$75,342
Total interest from all sources2010-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$498,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$498,281
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$13,303
Administrative expenses (other) incurred2010-12-31$12,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,022,378
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,400,720
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,384,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$62,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,197,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,197,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$202,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$187,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$187,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,050,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$364,520
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PUE,CHICK,LEIBOWITZ, & BLEZARD, LLC
Accountancy firm EIN2010-12-31061442902
2009 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE RETIREMENT PLAN OF ROCKVILLE BANK

2018: THE RETIREMENT PLAN OF ROCKVILLE BANK 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE RETIREMENT PLAN OF ROCKVILLE BANK 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE RETIREMENT PLAN OF ROCKVILLE BANK 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE RETIREMENT PLAN OF ROCKVILLE BANK 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE RETIREMENT PLAN OF ROCKVILLE BANK 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE RETIREMENT PLAN OF ROCKVILLE BANK 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE RETIREMENT PLAN OF ROCKVILLE BANK 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE RETIREMENT PLAN OF ROCKVILLE BANK 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE RETIREMENT PLAN OF ROCKVILLE BANK 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE RETIREMENT PLAN OF ROCKVILLE BANK 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number716254
Policy instance 1
Insurance contract or identification number716254
Number of Individuals Covered158
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number716254
Policy instance 1
Insurance contract or identification number716254
Number of Individuals Covered159
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number716254
Policy instance 1
Insurance contract or identification number716254
Number of Individuals Covered161
Insurance policy start date2015-04-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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