401k Plan data: NORTH JERSEY COMMUNITY BANK 401K PLAN plan

NORTH JERSEY COMMUNITY BANK 401K PLAN 401k Plan overview

Plan Name	NORTH JERSEY COMMUNITY BANK 401K PLAN
Plan identification number	001

NORTH JERSEY COMMUNITY BANK 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: CONNECTONE BANK

Employer identification number (EIN): 201172127

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH JERSEY COMMUNITY BANK 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 MARILYN DUNN 2024-01-24
001 2019-01-01 MARILYN DUNN 2020-10-14
001 2019-01-01 MARILYN DUNN 2021-07-27
001 2018-01-01
001 2018-01-01
001 2017-01-01 KATHRYN M. PERLMAN
001 2016-01-01 KATHRYN M. PERLMAN
001 2015-01-01 KATHRYN M. PERLMAN
001 2014-01-01 KATE PERLMAN 2015-10-15
001 2014-01-01 KATE PERLMAN 2016-10-14
001 2013-01-01 KATE PERLMAN 2014-05-21
001 2012-01-01 KATE PERLMAN 2013-07-22
001 2011-01-01 LAURA CRISCIONE 2012-06-18
001 2010-01-01 LAURA CRISCIONE 2011-08-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	MARILYN DUNN	2024-01-24
001	2019-01-01	MARILYN DUNN	2020-10-14
001	2019-01-01	MARILYN DUNN	2021-07-27
001	2018-01-01
001	2018-01-01
001	2017-01-01	KATHRYN M. PERLMAN
001	2016-01-01	KATHRYN M. PERLMAN
001	2015-01-01	KATHRYN M. PERLMAN
001	2014-01-01	KATE PERLMAN	2015-10-15
001	2014-01-01	KATE PERLMAN	2016-10-14
001	2013-01-01	KATE PERLMAN	2014-05-21
001	2012-01-01	KATE PERLMAN	2013-07-22
001	2011-01-01	LAURA CRISCIONE	2012-06-18
001	2010-01-01	LAURA CRISCIONE	2011-08-09

Plan Statistics for NORTH JERSEY COMMUNITY BANK 401K PLAN

401k plan membership statisitcs for NORTH JERSEY COMMUNITY BANK 401K PLAN

Measure Date Value
2021: NORTH JERSEY COMMUNITY BANK 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 518
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 397
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 181
Total of all active and inactive participants 2021-01-01 588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 588
Number of participants with account balances 2021-01-01 578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 60
2019: NORTH JERSEY COMMUNITY BANK 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 386
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 336
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 137
Total of all active and inactive participants 2019-01-01 473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 473
Number of participants with account balances 2019-01-01 465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 52
2018: NORTH JERSEY COMMUNITY BANK 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 365
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 295
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 90
Total of all active and inactive participants 2018-01-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 386
Number of participants with account balances 2018-01-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 36
2017: NORTH JERSEY COMMUNITY BANK 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 360
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 287
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 78
Total of all active and inactive participants 2017-01-01 365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 365
Number of participants with account balances 2017-01-01 355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: NORTH JERSEY COMMUNITY BANK 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 384
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 244
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 116
Total of all active and inactive participants 2016-01-01 360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 360
Number of participants with account balances 2016-01-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 11
2015: NORTH JERSEY COMMUNITY BANK 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 242
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 142
Total of all active and inactive participants 2015-01-01 384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 384
Number of participants with account balances 2015-01-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 15

Measure	Date	Value
2021: NORTH JERSEY COMMUNITY BANK 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	518
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	397
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	181
Total of all active and inactive participants	2021-01-01	588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	588
Number of participants with account balances	2021-01-01	578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	60
2019: NORTH JERSEY COMMUNITY BANK 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	386
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	336
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	137
Total of all active and inactive participants	2019-01-01	473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	473
Number of participants with account balances	2019-01-01	465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	52
2018: NORTH JERSEY COMMUNITY BANK 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	365
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	295
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	90
Total of all active and inactive participants	2018-01-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	386
Number of participants with account balances	2018-01-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	36
2017: NORTH JERSEY COMMUNITY BANK 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	360
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	287
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	78
Total of all active and inactive participants	2017-01-01	365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	365
Number of participants with account balances	2017-01-01	355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: NORTH JERSEY COMMUNITY BANK 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	384
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	244
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	116
Total of all active and inactive participants	2016-01-01	360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	360
Number of participants with account balances	2016-01-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	11
2015: NORTH JERSEY COMMUNITY BANK 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	242
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	142
Total of all active and inactive participants	2015-01-01	384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	384
Number of participants with account balances	2015-01-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	15

Financial Data on NORTH JERSEY COMMUNITY BANK 401K PLAN

Measure	Date	Value
2021 : NORTH JERSEY COMMUNITY BANK 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$3,708,275
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$9,440,288
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,030,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,004,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,039,864
Value of total assets at end of year	2021-12-31	$35,882,733
Value of total assets at beginning of year	2021-12-31	$25,764,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$25,662
Total interest from all sources	2021-12-31	$20,724
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$37,719
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,687,959
Participant contributions at end of year	2021-12-31	$477,579
Participant contributions at beginning of year	2021-12-31	$397,436
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$752,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$6,410,143
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$35,882,733
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$25,764,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$31,949,304
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$23,094,770
Interest on participant loans	2021-12-31	$20,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,308,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,520,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,341,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,598,961
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$37,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,004,483
Contract administrator fees	2021-12-31	$25,662
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$1,147,055
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$751,965
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CROWE LLP
Accountancy firm EIN	2021-12-31	350921680
2019 : NORTH JERSEY COMMUNITY BANK 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$1,782,528
Total transfer of assets to this plan	2019-12-31	$1,782,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,055,629
Total income from all sources (including contributions)	2019-12-31	$7,055,629
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,133,382
Total of all expenses incurred	2019-12-31	$1,133,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,113,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,113,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,692,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,692,135
Value of total assets at end of year	2019-12-31	$20,351,921
Value of total assets at beginning of year	2019-12-31	$12,647,146
Value of total assets at beginning of year	2019-12-31	$12,647,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,436
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,436
Total interest from all sources	2019-12-31	$19,691
Total interest from all sources	2019-12-31	$19,691
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$16,201
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$16,201
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,115
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,115
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,997,621
Contributions received from participants	2019-12-31	$1,997,621
Participant contributions at end of year	2019-12-31	$444,673
Participant contributions at end of year	2019-12-31	$444,673
Participant contributions at beginning of year	2019-12-31	$232,924
Participant contributions at beginning of year	2019-12-31	$232,924
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$421,822
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$421,822
Other income not declared elsewhere	2019-12-31	$294,462
Other income not declared elsewhere	2019-12-31	$294,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	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	2019-12-31	No
Value of net income/loss	2019-12-31	$5,922,247
Value of net income/loss	2019-12-31	$5,922,247
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,351,921
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,351,921
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,647,146
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,647,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$19,436
Investment advisory and management fees	2019-12-31	$19,436
Value of interest in pooled separate accounts at end of year	2019-12-31	$17,422,180
Value of interest in pooled separate accounts at end of year	2019-12-31	$17,422,180
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$10,620,887
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$10,620,887
Interest on participant loans	2019-12-31	$19,691
Interest on participant loans	2019-12-31	$19,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,467,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,037,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,037,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,033,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,033,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,272,692
Contributions received in cash from employer	2019-12-31	$1,272,692
Income. Dividends from common stock	2019-12-31	$14,086
Income. Dividends from common stock	2019-12-31	$14,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,113,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,113,946
Contract administrator fees	2019-12-31	$19,436
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,017,346
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,017,346
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$755,534
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$755,534
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CROWE LLP
Accountancy firm name	2019-12-31	CROWE LLP
Accountancy firm EIN	2019-12-31	350921680
Accountancy firm EIN	2019-12-31	350921680
2018 : NORTH JERSEY COMMUNITY BANK 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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
Total income from all sources (including contributions)	2018-12-31	$1,752,062
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$926,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$914,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,762,010
Value of total assets at end of year	2018-12-31	$12,647,146
Value of total assets at beginning of year	2018-12-31	$11,821,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$12,094
Total interest from all sources	2018-12-31	$13,264
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$10,493
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,556,278
Participant contributions at end of year	2018-12-31	$232,924
Participant contributions at beginning of year	2018-12-31	$293,866
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$6,064
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$360,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$-293,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$825,634
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,647,146
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,821,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$12,094
Value of interest in pooled separate accounts at end of year	2018-12-31	$10,620,887
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$9,593,007
Interest on participant loans	2018-12-31	$13,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,037,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$863,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-740,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$845,414
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$2,452
Income. Dividends from common stock	2018-12-31	$10,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$914,334
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$755,534
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$1,061,415
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CROWE LLP
Accountancy firm EIN	2018-12-31	350921680
2017 : NORTH JERSEY COMMUNITY BANK 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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
Total income from all sources (including contributions)	2017-12-31	$3,313,126
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$821,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$808,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,012,015
Value of total assets at end of year	2017-12-31	$11,821,512
Value of total assets at beginning of year	2017-12-31	$9,329,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$12,963
Total interest from all sources	2017-12-31	$7,542
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$13,041
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,127,190
Participant contributions at end of year	2017-12-31	$293,866
Participant contributions at beginning of year	2017-12-31	$260,403
Participant contributions at end of year	2017-12-31	$6,064
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$475,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,492,113
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,821,512
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,329,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$9,593,007
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$6,636,384
Interest on participant loans	2017-12-31	$7,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$863,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,160,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,280,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$408,926
Employer contributions (assets) at end of year	2017-12-31	$2,452
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$13,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$808,050
Contract administrator fees	2017-12-31	$12,963
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$1,061,415
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$1,272,503
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CROWE LLP
Accountancy firm EIN	2017-12-31	350921680
2016 : NORTH JERSEY COMMUNITY BANK 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$24,350
Total income from all sources (including contributions)	2016-12-31	$2,561,432
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,047,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,035,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,561,442
Value of total assets at end of year	2016-12-31	$9,329,399
Value of total assets at beginning of year	2016-12-31	$8,839,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,838
Total interest from all sources	2016-12-31	$9,349
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$9,235
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$979,193
Participant contributions at end of year	2016-12-31	$260,403
Participant contributions at beginning of year	2016-12-31	$250,250
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$251,466
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$24,350
Other income not declared elsewhere	2016-12-31	$429,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$514,197
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,329,399
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,815,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$6,636,384
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,338,028
Interest on participant loans	2016-12-31	$9,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,160,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$818,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$552,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$330,783
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$9,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,035,397
Contract administrator fees	2016-12-31	$11,838
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$1,272,503
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$1,433,017
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CROWE HORWATH
Accountancy firm EIN	2016-12-31	350921680
2015 : NORTH JERSEY COMMUNITY BANK 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$24,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$499
Total income from all sources (including contributions)	2015-12-31	$1,337,229
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,277,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,242,600
Value of total corrective distributions	2015-12-31	$24,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,351,502
Value of total assets at end of year	2015-12-31	$8,839,552
Value of total assets at beginning of year	2015-12-31	$9,755,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,368
Total interest from all sources	2015-12-31	$10,164
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$9,237
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$920,428
Participant contributions at end of year	2015-12-31	$250,250
Participant contributions at beginning of year	2015-12-31	$275,981
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$94,759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$24,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$499
Other income not declared elsewhere	2015-12-31	$29,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-940,089
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,815,202
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,755,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,338,028
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$6,013,477
Interest on participant loans	2015-12-31	$10,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$818,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,174,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-62,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$336,315
Income. Dividends from common stock	2015-12-31	$9,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,242,600
Contract administrator fees	2015-12-31	$10,368
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$1,433,017
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$2,292,309
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CROWE HORWATH
Accountancy firm EIN	2015-12-31	350921680

Form 5500 Responses for NORTH JERSEY COMMUNITY BANK 401K PLAN

2021: NORTH JERSEY COMMUNITY BANK 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2019: NORTH JERSEY COMMUNITY BANK 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NORTH JERSEY COMMUNITY BANK 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NORTH JERSEY COMMUNITY BANK 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NORTH JERSEY COMMUNITY BANK 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NORTH JERSEY COMMUNITY BANK 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811974

Policy instance

Insurance contract or identification number	811974
Number of Individuals Covered	669
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811974

Policy instance

Insurance contract or identification number	811974
Number of Individuals Covered	580
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811974

Policy instance

Insurance contract or identification number	811974
Number of Individuals Covered	464
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,610
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7610
Additional information about fees paid to insurance broker	SERVICE FEES
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811974

Policy instance

Insurance contract or identification number	811974
Number of Individuals Covered	380
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,560
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	5560
Additional information about fees paid to insurance broker	SERVICE FEES
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811974

Policy instance

Insurance contract or identification number	811974
Number of Individuals Covered	348
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,296
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4296
Additional information about fees paid to insurance broker	SERVICE FEES
Insurance broker organization code?	5
Insurance broker name	SBC BENEFIT CONSULTANTS INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811974

Policy instance

Insurance contract or identification number	811974
Number of Individuals Covered	315
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $11,754
Total amount of fees paid to insurance company	USD $10,467
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,754
Insurance broker organization code?	3
Amount paid for insurance broker fees	10467
Additional information about fees paid to insurance broker	SERVICE FEES
Insurance broker name	SBC BENEFIT CONSULTANTS INC.

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Company Name:	CONNECTONE BANK
Employer identification number (EIN):	201172127
NAIC Classification:	522110
NAIC Description:	Commercial Banking