401k Plan data: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK plan

SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 401k Plan overview

Plan Name	SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK
Plan identification number	001

SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). 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

BAY STATE SAVINGS BANK has sponsored the creation of one or more 401k plans.

Company Name: BAY STATE SAVINGS BANK

Employer identification number (EIN): 753238872

NAIC Classification: 522120
NAIC Description: Savings Institutions

Additional information about BAY STATE SAVINGS BANK

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division

Incorporation Date:

Company Identification Number: 000949933

More information about BAY STATE SAVINGS BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-11-01 THOMAS FORESE JR.
001 2013-11-01 THOMAS FORESE JR.
001 2012-11-01 THOMAS FORESE JR.
001 2011-11-01 THOMAS FORESE JR.
001 2009-11-01 THOMAS FORESE JR.

Plan id#	Filing Submission Date	Name of Administrator
001	2014-11-01	THOMAS FORESE JR.
001	2013-11-01	THOMAS FORESE JR.
001	2012-11-01	THOMAS FORESE JR.
001	2011-11-01	THOMAS FORESE JR.
001	2009-11-01	THOMAS FORESE JR.

Plan Statistics for SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK

401k plan membership statisitcs for SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK

Measure Date Value
2014: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year 2014-11-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 0
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year 2013-11-01 93
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 0
Number of retired or separated participants receiving benefits 2013-11-01 13
Number of other retired or separated participants entitled to future benefits 2013-11-01 0
Total of all active and inactive participants 2013-11-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 1
2012: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year 2012-11-01 103
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 34
Number of retired or separated participants receiving benefits 2012-11-01 13
Number of other retired or separated participants entitled to future benefits 2012-11-01 46
Total of all active and inactive participants 2012-11-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year 2011-11-01 107
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 38
Number of retired or separated participants receiving benefits 2011-11-01 12
Number of other retired or separated participants entitled to future benefits 2011-11-01 53
Total of all active and inactive participants 2011-11-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year 2009-11-01 116
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 50
Number of retired or separated participants receiving benefits 2009-11-01 7
Number of other retired or separated participants entitled to future benefits 2009-11-01 53
Total of all active and inactive participants 2009-11-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 2

Measure	Date	Value
2014: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year	2014-11-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	0
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year	2013-11-01	93
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	0
Number of retired or separated participants receiving benefits	2013-11-01	13
Number of other retired or separated participants entitled to future benefits	2013-11-01	0
Total of all active and inactive participants	2013-11-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	1
2012: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year	2012-11-01	103
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	34
Number of retired or separated participants receiving benefits	2012-11-01	13
Number of other retired or separated participants entitled to future benefits	2012-11-01	46
Total of all active and inactive participants	2012-11-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year	2011-11-01	107
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	38
Number of retired or separated participants receiving benefits	2011-11-01	12
Number of other retired or separated participants entitled to future benefits	2011-11-01	53
Total of all active and inactive participants	2011-11-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year	2009-11-01	116
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	50
Number of retired or separated participants receiving benefits	2009-11-01	7
Number of other retired or separated participants entitled to future benefits	2009-11-01	53
Total of all active and inactive participants	2009-11-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	2

Financial Data on SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK

Measure	Date	Value
2014 : SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2014 401k financial data
Total income from all sources	2014-12-12	$0
Expenses. Total of all expenses incurred	2014-12-12	$2,283,724
Benefits paid (including direct rollovers)	2014-12-12	$2,283,724
Total plan assets at end of year	2014-12-12	$0
Total plan assets at beginning of year	2014-12-12	$2,283,724
Value of fidelity bond covering the plan	2014-12-12	$228,372
Net income (gross income less expenses)	2014-12-12	$-2,283,724
Net plan assets at end of year (total assets less liabilities)	2014-12-12	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-12	$2,283,724
Total income from all sources	2014-10-31	$142,674
Expenses. Total of all expenses incurred	2014-10-31	$2,402,267
Benefits paid (including direct rollovers)	2014-10-31	$2,402,267
Total plan assets at end of year	2014-10-31	$2,283,724
Total plan assets at beginning of year	2014-10-31	$4,543,317
Value of fidelity bond covering the plan	2014-10-31	$228,372
Net income (gross income less expenses)	2014-10-31	$-2,259,593
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$2,283,724
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$4,543,317
Total contributions received or receivable from employer(s)	2014-10-31	$142,674
2013 : SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2013 401k financial data
Total income from all sources	2013-10-31	$402,233
Expenses. Total of all expenses incurred	2013-10-31	$422,952
Benefits paid (including direct rollovers)	2013-10-31	$395,393
Total plan assets at end of year	2013-10-31	$4,543,317
Total plan assets at beginning of year	2013-10-31	$4,564,036
Value of fidelity bond covering the plan	2013-10-31	$456,404
Other income received	2013-10-31	$402,233
Net income (gross income less expenses)	2013-10-31	$-20,719
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$4,543,317
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$4,564,036
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$27,559
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-31	$0
2012 : SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2012 401k financial data
Total income from all sources	2012-10-31	$1,086,554
Expenses. Total of all expenses incurred	2012-10-31	$227,209
Benefits paid (including direct rollovers)	2012-10-31	$227,209
Total plan assets at end of year	2012-10-31	$4,564,036
Total plan assets at beginning of year	2012-10-31	$3,704,691
Value of fidelity bond covering the plan	2012-10-31	$370,469
Other income received	2012-10-31	$336,554
Net income (gross income less expenses)	2012-10-31	$859,345
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$4,564,036
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$3,704,691
Total contributions received or receivable from employer(s)	2012-10-31	$750,000
2011 : SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2011 401k financial data
Total income from all sources	2011-10-31	$126,748
Expenses. Total of all expenses incurred	2011-10-31	$36,378
Benefits paid (including direct rollovers)	2011-10-31	$36,378
Total plan assets at end of year	2011-10-31	$3,704,691
Total plan assets at beginning of year	2011-10-31	$3,614,321
Value of fidelity bond covering the plan	2011-10-31	$426,696
Other income received	2011-10-31	$126,748
Net income (gross income less expenses)	2011-10-31	$90,370
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$3,704,691
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$3,614,321
Total contributions received or receivable from employer(s)	2011-10-31	$0

Form 5500 Responses for SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK

2014: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	Yes
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: SBERA PENSION PLAN AS ADOPTED BY BAY STATE SAVINGS BANK 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BAY STATE SAVINGS BANK
Employer identification number (EIN):	753238872
NAIC Classification:	522120
NAIC Description:	Savings Institutions

Jurisdiction of Incorporation:	Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number:	000949933