401k Plan data: MELROSE COOPERATIVE BANK 401K PLAN plan

MELROSE COOPERATIVE BANK 401K PLAN 401k Plan overview

Plan Name	MELROSE COOPERATIVE BANK 401K PLAN
Plan identification number	001

MELROSE COOPERATIVE 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

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

Company Name: MELROSE COOPERATIVE BANK

Employer identification number (EIN): 041611080

NAIC Classification: 522190
NAIC Description: Other Depository Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MELROSE COOPERATIVE BANK 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 SHIRLEY KELLEY
001 2017-01-01 SHIRLEY KELLEY
001 2016-01-01 SHIRLEY KELLEY
001 2015-01-01 SHIRLEY KELLEY
001 2014-04-15 SHIRLEY KELLEY

Plan Statistics for MELROSE COOPERATIVE BANK 401K PLAN

401k plan membership statisitcs for MELROSE COOPERATIVE BANK 401K PLAN

Measure Date Value
2020: MELROSE COOPERATIVE BANK 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MELROSE COOPERATIVE BANK 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 29
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 11
Total of all active and inactive participants 2019-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 40
Number of participants with account balances 2019-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MELROSE COOPERATIVE BANK 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 30
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 12
Total of all active and inactive participants 2018-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 42
Number of participants with account balances 2018-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MELROSE COOPERATIVE BANK 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 27
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 41
Number of participants with account balances 2017-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MELROSE COOPERATIVE BANK 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 12
Total of all active and inactive participants 2016-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 40
Number of participants with account balances 2016-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MELROSE COOPERATIVE BANK 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 28
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 39
Number of participants with account balances 2015-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MELROSE COOPERATIVE BANK 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-15 25
Total number of active participants reported on line 7a of the Form 5500 2014-04-15 26
Number of retired or separated participants receiving benefits 2014-04-15 0
Number of other retired or separated participants entitled to future benefits 2014-04-15 9
Total of all active and inactive participants 2014-04-15 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-15 0
Total participants 2014-04-15 35
Number of participants with account balances 2014-04-15 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-15 0

Measure	Date	Value
2020: MELROSE COOPERATIVE BANK 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MELROSE COOPERATIVE BANK 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	29
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	11
Total of all active and inactive participants	2019-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	40
Number of participants with account balances	2019-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MELROSE COOPERATIVE BANK 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	30
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	12
Total of all active and inactive participants	2018-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	42
Number of participants with account balances	2018-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MELROSE COOPERATIVE BANK 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	27
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	41
Number of participants with account balances	2017-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MELROSE COOPERATIVE BANK 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	12
Total of all active and inactive participants	2016-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	40
Number of participants with account balances	2016-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MELROSE COOPERATIVE BANK 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	28
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	39
Number of participants with account balances	2015-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MELROSE COOPERATIVE BANK 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-15	25
Total number of active participants reported on line 7a of the Form 5500	2014-04-15	26
Number of retired or separated participants receiving benefits	2014-04-15	0
Number of other retired or separated participants entitled to future benefits	2014-04-15	9
Total of all active and inactive participants	2014-04-15	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-15	0
Total participants	2014-04-15	35
Number of participants with account balances	2014-04-15	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-15	0

Financial Data on MELROSE COOPERATIVE BANK 401K PLAN

Measure	Date	Value
2020 : MELROSE COOPERATIVE BANK 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$564,224
Expenses. Total of all expenses incurred	2020-12-31	$9,084,895
Benefits paid (including direct rollovers)	2020-12-31	$9,056,977
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$8,520,671
Value of fidelity bond covering the plan	2020-12-31	$2,000,000
Total contributions received or receivable from participants	2020-12-31	$180,416
Expenses. Other expenses not covered elsewhere	2020-12-31	$6,305
Other income received	2020-12-31	$319,871
Net income (gross income less expenses)	2020-12-31	$-8,520,671
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,520,671
Total contributions received or receivable from employer(s)	2020-12-31	$63,937
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$21,613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : MELROSE COOPERATIVE BANK 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,194,440
Expenses. Total of all expenses incurred	2019-12-31	$494,972
Benefits paid (including direct rollovers)	2019-12-31	$461,756
Total plan assets at end of year	2019-12-31	$8,520,671
Total plan assets at beginning of year	2019-12-31	$6,821,203
Value of fidelity bond covering the plan	2019-12-31	$2,000,000
Total contributions received or receivable from participants	2019-12-31	$272,540
Expenses. Other expenses not covered elsewhere	2019-12-31	$9,154
Contributions received from other sources (not participants or employers)	2019-12-31	$23,426
Other income received	2019-12-31	$1,783,588
Net income (gross income less expenses)	2019-12-31	$1,699,468
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,520,671
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,821,203
Assets. Value of participant loans	2019-12-31	$28,540
Assets. Value of employer securities	2019-12-31	$2,629,144
Total contributions received or receivable from employer(s)	2019-12-31	$114,886
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$24,062
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MELROSE COOPERATIVE BANK 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-88,789
Expenses. Total of all expenses incurred	2018-12-31	$238,102
Benefits paid (including direct rollovers)	2018-12-31	$204,845
Total plan assets at end of year	2018-12-31	$6,821,203
Total plan assets at beginning of year	2018-12-31	$7,148,094
Value of fidelity bond covering the plan	2018-12-31	$2,000,000
Total contributions received or receivable from participants	2018-12-31	$220,887
Other income received	2018-12-31	$-395,162
Net income (gross income less expenses)	2018-12-31	$-326,891
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,821,203
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,148,094
Assets. Value of participant loans	2018-12-31	$46,658
Assets. Value of employer securities	2018-12-31	$1,876,299
Total contributions received or receivable from employer(s)	2018-12-31	$85,486
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$33,257
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MELROSE COOPERATIVE BANK 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,237,750
Expenses. Total of all expenses incurred	2017-12-31	$410,293
Benefits paid (including direct rollovers)	2017-12-31	$380,429
Total plan assets at end of year	2017-12-31	$7,148,094
Total plan assets at beginning of year	2017-12-31	$6,320,637
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Total contributions received or receivable from participants	2017-12-31	$195,695
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,775
Contributions received from other sources (not participants or employers)	2017-12-31	$4,796
Other income received	2017-12-31	$960,002
Net income (gross income less expenses)	2017-12-31	$827,457
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,148,094
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,320,637
Assets. Value of participant loans	2017-12-31	$52,828
Assets. Value of employer securities	2017-12-31	$2,065,440
Total contributions received or receivable from employer(s)	2017-12-31	$77,257
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$28,089
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MELROSE COOPERATIVE BANK 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$816,417
Expenses. Total of all expenses incurred	2016-12-31	$40,410
Benefits paid (including direct rollovers)	2016-12-31	$22,343
Total plan assets at end of year	2016-12-31	$6,320,637
Total plan assets at beginning of year	2016-12-31	$5,544,630
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Total contributions received or receivable from participants	2016-12-31	$171,434
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,174
Other income received	2016-12-31	$561,981
Net income (gross income less expenses)	2016-12-31	$776,007
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,320,637
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,544,630
Assets. Value of participant loans	2016-12-31	$13,896
Assets. Value of employer securities	2016-12-31	$1,853,732
Total contributions received or receivable from employer(s)	2016-12-31	$83,002
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,893
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MELROSE COOPERATIVE BANK 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$542,412
Expenses. Total of all expenses incurred	2015-12-31	$31,520
Benefits paid (including direct rollovers)	2015-12-31	$23,408
Total plan assets at end of year	2015-12-31	$5,544,630
Total plan assets at beginning of year	2015-12-31	$5,033,738
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Total contributions received or receivable from participants	2015-12-31	$162,095
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,250
Contributions received from other sources (not participants or employers)	2015-12-31	$102,524
Other income received	2015-12-31	$209,696
Net income (gross income less expenses)	2015-12-31	$510,892
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,544,630
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,033,738
Assets. Value of participant loans	2015-12-31	$19,795
Assets. Value of employer securities	2015-12-31	$1,577,996
Total contributions received or receivable from employer(s)	2015-12-31	$68,097
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,862
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MELROSE COOPERATIVE BANK 401K PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$4,272,944
Total income from all sources	2014-12-31	$778,872
Expenses. Total of all expenses incurred	2014-12-31	$18,078
Benefits paid (including direct rollovers)	2014-12-31	$15,425
Total plan assets at end of year	2014-12-31	$5,033,738
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Total contributions received or receivable from participants	2014-12-31	$100,945
Expenses. Other expenses not covered elsewhere	2014-12-31	$875
Contributions received from other sources (not participants or employers)	2014-12-31	$63,717
Other income received	2014-12-31	$567,875
Net income (gross income less expenses)	2014-12-31	$760,794
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,033,738
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of participant loans	2014-12-31	$13,985
Assets. Value of employer securities	2014-12-31	$1,423,260
Total contributions received or receivable from employer(s)	2014-12-31	$46,335
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,778
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for MELROSE COOPERATIVE BANK 401K PLAN

2020: MELROSE COOPERATIVE BANK 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MELROSE COOPERATIVE 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: MELROSE COOPERATIVE 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: MELROSE COOPERATIVE 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: MELROSE COOPERATIVE 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: MELROSE COOPERATIVE 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
2014: MELROSE COOPERATIVE BANK 401K PLAN 2014 form 5500 responses
2014-04-15	Type of plan entity	Single employer plan
2014-04-15	First time form 5500 has been submitted	Yes
2014-04-15	Submission has been amended	No
2014-04-15	This submission is the final filing	No
2014-04-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-04-15	Plan is a collectively bargained plan	No
2014-04-15	Plan funding arrangement – Insurance	Yes
2014-04-15	Plan funding arrangement – Trust	Yes
2014-04-15	Plan benefit arrangement – Insurance	Yes
2014-04-15	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

63371

Policy instance

Insurance contract or identification number	63371
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

63371

Policy instance

Insurance contract or identification number	63371
Number of Individuals Covered	42
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 $0
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?	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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

63371

Policy instance

Insurance contract or identification number	63371
Number of Individuals Covered	38
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-63371

Policy instance

Insurance contract or identification number	GA-63371
Number of Individuals Covered	34
Insurance policy start date	2014-04-15
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

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Company Name:	MELROSE COOPERATIVE BANK
Employer identification number (EIN):	041611080
NAIC Classification:	522190
NAIC Description:	Other Depository Credit Intermediation