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THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 401k Plan overview

Plan NameTHE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN
Plan identification number 002

THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN Benefits

401k Plan TypeDefined 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

THE SAVINGS BANK MUTUAL LIFE INSURANCE COMPANY OF MASSCHUSETTS has sponsored the creation of one or more 401k plans.

Company Name:THE SAVINGS BANK MUTUAL LIFE INSURANCE COMPANY OF MASSCHUSETTS
Employer identification number (EIN):043117253
NAIC Classification:524140

Additional information about THE SAVINGS BANK MUTUAL LIFE INSURANCE COMPANY OF MASSCHUSETTS

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1357936

More information about THE SAVINGS BANK MUTUAL LIFE INSURANCE COMPANY OF MASSCHUSETTS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN BRABAZON JOHN BRABAZON2018-10-08
0022016-01-01JOHN BRABAZON JOHN BRABAZON2017-10-13
0022015-01-01JOHN BRABAZON JOHN BRABAZON2016-10-13
0022014-01-01JAMES MORGAN
0022014-01-01JAMES MORGAN
0022013-01-01JAMES MORGAN
0022012-01-01JAMES MORGAN
0022011-01-01JAMES MORGAN
0022010-01-01SANDRA WILLIAMS
0022009-01-01JAMES M. MACDOUGALL

Plan Statistics for THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN

401k plan membership statisitcs for THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN

Measure Date Value
2022: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01269
Total number of active participants reported on line 7a of the Form 55002022-01-01198
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-0170
Total of all active and inactive participants2022-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01283
Number of participants with account balances2022-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01259
Total number of active participants reported on line 7a of the Form 55002021-01-01193
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01269
Number of participants with account balances2021-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01249
Total number of active participants reported on line 7a of the Form 55002020-01-01187
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01259
Number of participants with account balances2020-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01256
Total number of active participants reported on line 7a of the Form 55002019-01-01179
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01249
Number of participants with account balances2019-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01260
Total number of active participants reported on line 7a of the Form 55002018-01-01195
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01256
Number of participants with account balances2018-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01262
Total number of active participants reported on line 7a of the Form 55002017-01-01201
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01260
Number of participants with account balances2017-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01268
Total number of active participants reported on line 7a of the Form 55002016-01-01202
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01262
Number of participants with account balances2016-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01270
Total number of active participants reported on line 7a of the Form 55002015-01-01211
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01268
Number of participants with account balances2015-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01263
Total number of active participants reported on line 7a of the Form 55002014-01-01210
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01270
Number of participants with account balances2014-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01249
Total number of active participants reported on line 7a of the Form 55002013-01-01209
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01263
Number of participants with account balances2013-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01250
Total number of active participants reported on line 7a of the Form 55002012-01-01203
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01249
Number of participants with account balances2012-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01259
Total number of active participants reported on line 7a of the Form 55002011-01-01210
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01250
Number of participants with account balances2011-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01252
Total number of active participants reported on line 7a of the Form 55002010-01-01212
Number of retired or separated participants receiving benefits2010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-0139
Total of all active and inactive participants2010-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01259
Number of participants with account balances2010-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01251
Total number of active participants reported on line 7a of the Form 55002009-01-01214
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01252
Number of participants with account balances2009-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN

Measure Date Value
2022 : THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-13,189,199
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,837,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,819,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,509,177
Value of total assets at end of year2022-12-31$67,672,307
Value of total assets at beginning of year2022-12-31$85,698,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,674
Total interest from all sources2022-12-31$17,472
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,667,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,667,277
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,141,763
Participant contributions at end of year2022-12-31$523,396
Participant contributions at beginning of year2022-12-31$499,074
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,371
Other income not declared elsewhere2022-12-31$2,754
Administrative expenses (other) incurred2022-12-31$17,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,026,542
Value of net assets at end of year (total assets less liabilities)2022-12-31$67,672,307
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$85,698,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$67,148,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$85,199,775
Interest on participant loans2022-12-31$17,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,385,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,354,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,819,669
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2022-12-31010494526
2021 : THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$15,140,498
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,372,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,357,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,793,479
Value of total assets at end of year2021-12-31$85,698,849
Value of total assets at beginning of year2021-12-31$73,930,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,141
Total interest from all sources2021-12-31$16,315
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,334,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,334,182
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,122,316
Participant contributions at end of year2021-12-31$499,074
Participant contributions at beginning of year2021-12-31$405,111
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$312,955
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$113
Other income not declared elsewhere2021-12-31$3,858
Administrative expenses (other) incurred2021-12-31$15,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,768,210
Value of net assets at end of year (total assets less liabilities)2021-12-31$85,698,849
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$73,930,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$85,199,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$73,525,528
Interest on participant loans2021-12-31$16,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,992,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,358,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,357,034
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2021-12-31010494526
2020 : THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$16,201,016
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,776,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,762,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,252,975
Value of total assets at end of year2020-12-31$73,930,639
Value of total assets at beginning of year2020-12-31$59,506,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,998
Total interest from all sources2020-12-31$19,165
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,362,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,362,698
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,940,873
Participant contributions at end of year2020-12-31$405,111
Participant contributions at beginning of year2020-12-31$524,952
Administrative expenses (other) incurred2020-12-31$13,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$14,424,207
Value of net assets at end of year (total assets less liabilities)2020-12-31$73,930,639
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$59,506,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$73,525,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$58,981,480
Interest on participant loans2020-12-31$19,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,566,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,312,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,762,811
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2020-12-31010494526
2019 : THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$15,626,251
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,743,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,726,994
Value of total corrective distributions2019-12-31$5,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,365,242
Value of total assets at end of year2019-12-31$59,506,432
Value of total assets at beginning of year2019-12-31$48,624,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,639
Total interest from all sources2019-12-31$24,673
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,830,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,830,057
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,901,561
Participant contributions at end of year2019-12-31$524,952
Participant contributions at beginning of year2019-12-31$643,597
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,158,786
Other income not declared elsewhere2019-12-31$61
Administrative expenses (other) incurred2019-12-31$11,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,882,317
Value of net assets at end of year (total assets less liabilities)2019-12-31$59,506,432
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,624,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$58,981,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$47,980,518
Interest on participant loans2019-12-31$24,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,406,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,304,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,726,994
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2019-12-31010494526
2018 : THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$1,351,569
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,509,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,506,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,279,412
Value of total assets at end of year2018-12-31$48,624,115
Value of total assets at beginning of year2018-12-31$50,782,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,923
Total interest from all sources2018-12-31$27,034
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,048,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,048,310
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,902,540
Participant contributions at end of year2018-12-31$643,597
Participant contributions at beginning of year2018-12-31$776,978
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$188
Other income not declared elsewhere2018-12-31$94
Administrative expenses (other) incurred2018-12-31$3,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,158,360
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,624,115
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$50,782,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$47,980,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$50,005,497
Interest on participant loans2018-12-31$27,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,003,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,376,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,505,818
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2018-12-31010494526
2017 : THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$10,712,556
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,184,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,183,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,239,122
Value of total assets at end of year2017-12-31$50,782,475
Value of total assets at beginning of year2017-12-31$43,254,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,400
Total interest from all sources2017-12-31$24,527
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,785,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,785,101
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,798,276
Participant contributions at end of year2017-12-31$776,978
Participant contributions at beginning of year2017-12-31$697,803
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$49,994
Administrative expenses (other) incurred2017-12-31$1,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,527,757
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,782,475
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,254,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$50,005,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,556,915
Interest on participant loans2017-12-31$24,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,663,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,390,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,183,399
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2017-12-31010494526
2016 : THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,142,071
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,454,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,453,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,013,278
Value of total assets at end of year2016-12-31$43,254,718
Value of total assets at beginning of year2016-12-31$41,567,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,600
Total interest from all sources2016-12-31$23,718
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,189,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,189,280
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,697,456
Participant contributions at end of year2016-12-31$697,803
Participant contributions at beginning of year2016-12-31$744,241
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,858
Other income not declared elsewhere2016-12-31$94
Administrative expenses (other) incurred2016-12-31$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,687,435
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,254,718
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$41,567,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$42,556,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,823,042
Interest on participant loans2016-12-31$23,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,915,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,304,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,453,036
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2016-12-31010494526
2015 : THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,451,965
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,335,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,334,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,442,535
Value of total assets at end of year2015-12-31$41,567,283
Value of total assets at beginning of year2015-12-31$40,451,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,500
Total interest from all sources2015-12-31$22,620
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,622,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,622,271
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,591,510
Participant contributions at end of year2015-12-31$744,241
Participant contributions at beginning of year2015-12-31$666,052
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$577,404
Administrative expenses (other) incurred2015-12-31$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,116,192
Value of net assets at end of year (total assets less liabilities)2015-12-31$41,567,283
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,451,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,823,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$39,785,039
Interest on participant loans2015-12-31$22,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,635,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,273,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,334,273
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2015-12-31010494526
2014 : THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,499,176
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,997,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,996,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,786,929
Value of total assets at end of year2014-12-31$40,451,091
Value of total assets at beginning of year2014-12-31$36,949,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,425
Total interest from all sources2014-12-31$19,333
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,621,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,621,669
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,469,545
Participant contributions at end of year2014-12-31$666,052
Participant contributions at beginning of year2014-12-31$584,284
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$142,553
Administrative expenses (other) incurred2014-12-31$1,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,501,687
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,451,091
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,949,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$39,785,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$36,365,120
Interest on participant loans2014-12-31$19,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,071,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,174,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,996,064
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SHATSWELL, MACLEOD & COMPANY, P.C.
Accountancy firm EIN2014-12-31043238170
2013 : THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,878,104
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,717,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,715,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,732,170
Value of total assets at end of year2013-12-31$36,949,404
Value of total assets at beginning of year2013-12-31$29,788,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,550
Total interest from all sources2013-12-31$19,196
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$935,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$935,498
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,450,472
Participant contributions at end of year2013-12-31$584,284
Participant contributions at beginning of year2013-12-31$634,586
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$120,283
Other income not declared elsewhere2013-12-31$10
Administrative expenses (other) incurred2013-12-31$1,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,160,892
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,949,404
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,788,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$36,365,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$29,153,926
Interest on participant loans2013-12-31$19,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,191,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,161,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,715,662
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SHATSWELL, MACLEOD & COMPANY, P.C.
Accountancy firm EIN2013-12-31043238170
2012 : THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,379,813
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,818,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,817,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,535,487
Value of total assets at end of year2012-12-31$29,788,512
Value of total assets at beginning of year2012-12-31$26,227,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,525
Total interest from all sources2012-12-31$20,079
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$650,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$650,619
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,330,885
Participant contributions at end of year2012-12-31$634,586
Participant contributions at beginning of year2012-12-31$638,975
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$92,818
Other income not declared elsewhere2012-12-31$122
Administrative expenses (other) incurred2012-12-31$1,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,561,187
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,788,512
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,227,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$29,153,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,588,350
Interest on participant loans2012-12-31$20,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,173,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,111,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,817,101
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SHATSWELL, MACLEOD & COMPANY, P.C.
Accountancy firm EIN2012-12-31043238170
2011 : THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,560,709
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,658,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,656,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,481,601
Value of total assets at end of year2011-12-31$26,227,325
Value of total assets at beginning of year2011-12-31$27,325,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,500
Total interest from all sources2011-12-31$23,767
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$407,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$407,816
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,399,171
Participant contributions at end of year2011-12-31$638,975
Participant contributions at beginning of year2011-12-31$662,332
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$22,027
Administrative expenses (other) incurred2011-12-31$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,097,755
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,227,325
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,325,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$25,588,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,662,748
Interest on participant loans2011-12-31$23,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-352,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,060,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,656,964
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SHATSWELL, MACLEOD & COMPANY, P.C.
Accountancy firm EIN2011-12-31043238170
2010 : THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,365,378
Total of all expenses incurred2010-12-31$981,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$979,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,653,278
Value of total assets at end of year2010-12-31$27,325,080
Value of total assets at beginning of year2010-12-31$22,940,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,500
Total interest from all sources2010-12-31$28,169
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$398,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$398,927
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,444,815
Participant contributions at end of year2010-12-31$662,332
Participant contributions at beginning of year2010-12-31$588,992
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$128,190
Other income not declared elsewhere2010-12-31$2,285,004
Administrative expenses (other) incurred2010-12-31$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,384,212
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,325,080
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,940,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,662,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,351,876
Interest on participant loans2010-12-31$28,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,080,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$979,666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SHATSWELL, MACLEOD & COMPANY, P.C.
Accountancy firm EIN2010-12-31043238170

Form 5500 Responses for THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN

2022: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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