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RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:ION BANK
Employer identification number (EIN):060465530
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KATHLEEN MCPADDEN
0012016-01-01KATHLEEN MCPADDEN
0012015-01-01KATHLEEN MCPADDEN
0012014-01-01KATHLEEN MCPADDEN
0012013-01-01KATHLEEN MCPADDEN
0012012-01-01KATHLEEN MCPADDEN
0012011-01-01KATHLEEN MCPADDEN
0012010-01-01CHARLES BOULIER
0012009-01-01
0012009-01-01CHARLES BOULIER CHARLES BOULIER2010-10-14

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2022 401k membership
Market value of plan assets2022-12-3184,418,257
Acturial value of plan assets2022-12-3178,754,531
Funding target for retired participants and beneficiaries receiving payment2022-12-3134,257,346
Number of terminated vested participants2022-12-3170
Fundng target for terminated vested participants2022-12-314,252,943
Active participant vested funding target2022-12-319,417,946
Number of active participants2022-12-3151
Total funding liabilities for active participants2022-12-3110,249,112
Total participant count2022-12-31205
Total funding target for all participants2022-12-3148,759,401
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3115,436,200
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3115,436,200
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3117,669,818
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3140,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01205
Total number of active participants reported on line 7a of the Form 55002022-01-0147
Number of retired or separated participants receiving benefits2022-01-0182
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2021 401k membership
Market value of plan assets2021-12-3175,957,122
Acturial value of plan assets2021-12-3171,154,144
Funding target for retired participants and beneficiaries receiving payment2021-12-3132,632,156
Number of terminated vested participants2021-12-3175
Fundng target for terminated vested participants2021-12-315,523,898
Active participant vested funding target2021-12-3111,124,751
Number of active participants2021-12-3155
Total funding liabilities for active participants2021-12-3111,972,259
Total participant count2021-12-31207
Total funding target for all participants2021-12-3150,128,313
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-319,215,291
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-319,215,291
Present value of excess contributions2021-12-314,929,300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-315,198,933
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-315,198,933
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3115,436,200
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3135,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01207
Total number of active participants reported on line 7a of the Form 55002021-01-0151
Number of retired or separated participants receiving benefits2021-01-0176
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2020 401k membership
Market value of plan assets2020-12-3165,582,226
Acturial value of plan assets2020-12-3162,989,230
Funding target for retired participants and beneficiaries receiving payment2020-12-3131,268,471
Number of terminated vested participants2020-12-3175
Fundng target for terminated vested participants2020-12-315,596,293
Active participant vested funding target2020-12-3111,988,635
Number of active participants2020-12-3161
Total funding liabilities for active participants2020-12-3112,827,954
Total participant count2020-12-31207
Total funding target for all participants2020-12-3149,692,718
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-316,153,090
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-316,153,090
Present value of excess contributions2020-12-311,768,745
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,868,502
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-311,868,502
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-319,215,291
Total employer contributions2020-12-315,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-314,929,300
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3125,500
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-314,929,300
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01207
Total number of active participants reported on line 7a of the Form 55002020-01-0155
Number of retired or separated participants receiving benefits2020-01-0168
Number of other retired or separated participants entitled to future benefits2020-01-0175
Total of all active and inactive participants2020-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2019 401k membership
Market value of plan assets2019-12-3155,070,532
Acturial value of plan assets2019-12-3158,301,971
Funding target for retired participants and beneficiaries receiving payment2019-12-3127,813,306
Number of terminated vested participants2019-12-3175
Fundng target for terminated vested participants2019-12-317,201,731
Active participant vested funding target2019-12-3111,715,079
Number of active participants2019-12-3166
Total funding liabilities for active participants2019-12-3112,909,983
Total participant count2019-12-31209
Total funding target for all participants2019-12-3147,925,020
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-316,506,387
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-316,506,387
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-316,153,090
Total employer contributions2019-12-311,800,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,768,745
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3123,500
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-311,768,745
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01209
Total number of active participants reported on line 7a of the Form 55002019-01-0161
Number of retired or separated participants receiving benefits2019-01-0162
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2018 401k membership
Market value of plan assets2018-12-3160,066,828
Acturial value of plan assets2018-12-3157,058,641
Funding target for retired participants and beneficiaries receiving payment2018-12-3124,362,217
Number of terminated vested participants2018-12-3176
Fundng target for terminated vested participants2018-12-315,633,221
Active participant vested funding target2018-12-3114,249,937
Number of active participants2018-12-3171
Total funding liabilities for active participants2018-12-3115,280,537
Total participant count2018-12-31209
Total funding target for all participants2018-12-3145,275,975
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-315,692,377
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-315,692,377
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-316,506,387
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3122,500
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01209
Total number of active participants reported on line 7a of the Form 55002018-01-0166
Number of retired or separated participants receiving benefits2018-01-0160
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2017 401k membership
Market value of plan assets2017-12-3154,028,997
Acturial value of plan assets2017-12-3154,829,765
Funding target for retired participants and beneficiaries receiving payment2017-12-3120,772,769
Number of terminated vested participants2017-12-3174
Fundng target for terminated vested participants2017-12-314,727,295
Active participant vested funding target2017-12-3114,615,080
Number of active participants2017-12-3176
Total funding liabilities for active participants2017-12-3115,662,075
Total participant count2017-12-31209
Total funding target for all participants2017-12-3141,162,139
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-315,275,604
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-315,275,604
Present value of excess contributions2017-12-311,497,541
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,590,239
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-315,692,377
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3122,118
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01209
Total number of active participants reported on line 7a of the Form 55002017-01-0171
Number of retired or separated participants receiving benefits2017-01-0154
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-01209
2016: RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2016 401k membership
Market value of plan assets2016-12-3150,070,355
Acturial value of plan assets2016-12-3152,438,130
Funding target for retired participants and beneficiaries receiving payment2016-12-3120,852,822
Number of terminated vested participants2016-12-3172
Fundng target for terminated vested participants2016-12-312,499,148
Active participant vested funding target2016-12-3117,042,748
Number of active participants2016-12-3181
Total funding liabilities for active participants2016-12-3118,204,304
Total participant count2016-12-31211
Total funding target for all participants2016-12-3141,556,274
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-315,302,115
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-315,302,115
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-315,275,604
Total employer contributions2016-12-311,500,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,497,541
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3121,323
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-311,497,541
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01211
Total number of active participants reported on line 7a of the Form 55002016-01-0176
Number of retired or separated participants receiving benefits2016-01-0151
Number of other retired or separated participants entitled to future benefits2016-01-0174
Total of all active and inactive participants2016-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-01209
2015: RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2015 401k membership
Total participants, beginning-of-year2015-01-01212
Total number of active participants reported on line 7a of the Form 55002015-01-0181
Number of retired or separated participants receiving benefits2015-01-0150
Number of other retired or separated participants entitled to future benefits2015-01-0172
Total of all active and inactive participants2015-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year2014-01-01213
Total number of active participants reported on line 7a of the Form 55002014-01-0186
Number of retired or separated participants receiving benefits2014-01-0148
Number of other retired or separated participants entitled to future benefits2014-01-0172
Total of all active and inactive participants2014-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year2013-01-01215
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-0142
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year2012-01-01215
Total number of active participants reported on line 7a of the Form 55002012-01-01101
Number of retired or separated participants receiving benefits2012-01-0138
Number of other retired or separated participants entitled to future benefits2012-01-0171
Total of all active and inactive participants2012-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year2011-01-01216
Total number of active participants reported on line 7a of the Form 55002011-01-01108
Number of retired or separated participants receiving benefits2011-01-0135
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2010 401k membership
Total participants, beginning-of-year2010-01-01217
Total number of active participants reported on line 7a of the Form 55002010-01-01113
Number of retired or separated participants receiving benefits2010-01-0129
Number of other retired or separated participants entitled to future benefits2010-01-0169
Total of all active and inactive participants2010-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year2009-01-01218
Total number of active participants reported on line 7a of the Form 55002009-01-01120
Number of retired or separated participants receiving benefits2009-01-0126
Number of other retired or separated participants entitled to future benefits2009-01-0167
Total of all active and inactive participants2009-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-10,499,865
Total unrealized appreciation/depreciation of assets2022-12-31$-10,499,865
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$0
Total income from all sources (including contributions)2022-12-31$-10,722,762
Total loss/gain on sale of assets2022-12-31$-1,983,087
Total of all expenses incurred2022-12-31$2,731,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,565,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$70,963,872
Value of total assets at beginning of year2022-12-31$84,418,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$166,340
Total interest from all sources2022-12-31$483,780
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,270,789
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$1,270,789
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,454,385
Value of net assets at end of year (total assets less liabilities)2022-12-31$70,963,872
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$84,418,257
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
Investment advisory and management fees2022-12-31$118,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$59,692,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$71,091,781
Value of interest in pooled separate accounts at end of year2022-12-31$461,145
Value of interest in pooled separate accounts at beginning of year2022-12-31$429,894
Interest earned on other investments2022-12-31$483,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,069,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,470,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,470,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,243,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,426,558
Asset value of US Government securities at end of year2022-12-31$497,172
Net investment gain/loss from pooled separate accounts2022-12-31$5,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,565,283
Contract administrator fees2022-12-31$47,960
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$-1,983,087
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WHITTLESEY, PC
Accountancy firm EIN2022-12-31060903326
2021 : RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$8,106,094
Total unrealized appreciation/depreciation of assets2021-12-31$8,106,094
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$10,960,300
Total loss/gain on sale of assets2021-12-31$1,208,473
Total of all expenses incurred2021-12-31$2,499,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,322,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$84,418,257
Value of total assets at beginning of year2021-12-31$75,957,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$176,380
Total interest from all sources2021-12-31$337,120
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,308,258
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$1,308,258
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
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$8,461,135
Value of net assets at end of year (total assets less liabilities)2021-12-31$84,418,257
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$75,957,122
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
Investment advisory and management fees2021-12-31$136,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$71,091,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$68,767,006
Value of interest in pooled separate accounts at end of year2021-12-31$429,894
Value of interest in pooled separate accounts at beginning of year2021-12-31$370,292
Interest earned on other investments2021-12-31$337,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,470,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,619,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,619,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,426,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,200,639
Net investment gain/loss from pooled separate accounts2021-12-31$355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,322,785
Contract administrator fees2021-12-31$39,529
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
Aggregate proceeds on sale of assets2021-12-31$1,208,473
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WHITTLESEY, PC
Accountancy firm EIN2021-12-31060903326
2020 : RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$4,423,434
Total unrealized appreciation/depreciation of assets2020-12-31$4,423,434
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$12,727,147
Total loss/gain on sale of assets2020-12-31$1,934,801
Total of all expenses incurred2020-12-31$2,355,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,162,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,000,000
Value of total assets at end of year2020-12-31$75,957,122
Value of total assets at beginning of year2020-12-31$65,585,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$192,830
Total interest from all sources2020-12-31$325,829
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,041,633
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$1,041,633
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
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$10,371,845
Value of net assets at end of year (total assets less liabilities)2020-12-31$75,957,122
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$65,585,277
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
Investment advisory and management fees2020-12-31$157,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$68,767,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$59,785,275
Value of interest in pooled separate accounts at end of year2020-12-31$370,292
Value of interest in pooled separate accounts at beginning of year2020-12-31$347,229
Interest earned on other investments2020-12-31$217,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,619,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,769,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,769,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$107,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,200,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,383,470
Net investment gain/loss from pooled separate accounts2020-12-31$1,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$5,000,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,162,472
Contract administrator fees2020-12-31$34,866
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
Aggregate proceeds on sale of assets2020-12-31$1,934,801
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WHITTLESEY, PC
Accountancy firm EIN2020-12-31060903326
2019 : RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$8,718,815
Total unrealized appreciation/depreciation of assets2019-12-31$8,718,815
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$12,755,904
Total loss/gain on sale of assets2019-12-31$697,470
Total of all expenses incurred2019-12-31$2,241,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,998,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,800,000
Value of total assets at end of year2019-12-31$65,585,277
Value of total assets at beginning of year2019-12-31$55,070,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$242,539
Total interest from all sources2019-12-31$111,710
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,375,886
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$1,375,886
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,802
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$10,514,745
Value of net assets at end of year (total assets less liabilities)2019-12-31$65,585,277
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,070,532
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
Investment advisory and management fees2019-12-31$216,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,785,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,539,732
Value of interest in pooled separate accounts at end of year2019-12-31$347,229
Value of interest in pooled separate accounts at beginning of year2019-12-31$310,346
Interest earned on other investments2019-12-31$83,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,769,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,620,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,620,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$28,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,383,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,594,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$47,225
Net investment gain/loss from pooled separate accounts2019-12-31$4,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$1,800,000
Employer contributions (assets) at end of year2019-12-31$300,000
Employer contributions (assets) at beginning of year2019-12-31$1,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,998,620
Contract administrator fees2019-12-31$25,581
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
Aggregate proceeds on sale of assets2019-12-31$35,137,179
Aggregate carrying amount (costs) on sale of assets2019-12-31$34,439,709
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WHITTLESEY, PC
Accountancy firm EIN2019-12-31060903326
2018 : RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$-4,603,738
Total unrealized appreciation/depreciation of assets2018-12-31$-4,603,738
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$0
Total income from all sources (including contributions)2018-12-31$-2,933,370
Total loss/gain on sale of assets2018-12-31$350,487
Total of all expenses incurred2018-12-31$2,062,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,757,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$55,070,532
Value of total assets at beginning of year2018-12-31$60,066,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$304,973
Total interest from all sources2018-12-31$128,866
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,186,963
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$1,186,963
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,996,296
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,070,532
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,066,828
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
Investment advisory and management fees2018-12-31$281,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$50,539,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,710,157
Value of interest in pooled separate accounts at end of year2018-12-31$310,346
Value of interest in pooled separate accounts at beginning of year2018-12-31$270,551
Interest earned on other investments2018-12-31$96,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,620,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,660,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,660,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$32,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,594,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,359,905
Net investment gain/loss from pooled separate accounts2018-12-31$4,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$1,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,757,953
Contract administrator fees2018-12-31$23,742
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$39,065,406
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$20,719,156
Aggregate carrying amount (costs) on sale of assets2018-12-31$20,368,669
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 name2018-12-31WHITTLESEY, PC
Accountancy firm EIN2018-12-31060903326
2017 : RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,084,082
Total unrealized appreciation/depreciation of assets2017-12-31$4,084,082
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$7,900,355
Total loss/gain on sale of assets2017-12-31$2,668,566
Total of all expenses incurred2017-12-31$1,862,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,570,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$60,066,828
Value of total assets at beginning of year2017-12-31$54,028,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$292,158
Total interest from all sources2017-12-31$80,216
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,065,464
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$320,125
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$15
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$6,037,831
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,066,828
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$54,028,997
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
Investment advisory and management fees2017-12-31$270,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,710,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,625,571
Value of interest in pooled separate accounts at end of year2017-12-31$270,551
Value of interest in pooled separate accounts at beginning of year2017-12-31$241,483
Interest earned on other investments2017-12-31$72,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,660,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,713,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,713,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,359,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,687,492
Net investment gain/loss from pooled separate accounts2017-12-31$2,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Income. Dividends from common stock2017-12-31$745,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,570,366
Contract administrator fees2017-12-31$21,696
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$39,065,406
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$36,761,382
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$14,966,091
Aggregate carrying amount (costs) on sale of assets2017-12-31$12,297,525
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 name2017-12-31WHITTLESEY, PC
Accountancy firm EIN2017-12-31060903326
2016 : RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,975,880
Total unrealized appreciation/depreciation of assets2016-12-31$2,975,880
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$5,757,022
Total loss/gain on sale of assets2016-12-31$152,571
Total of all expenses incurred2016-12-31$1,798,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,558,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,500,000
Value of total assets at end of year2016-12-31$54,028,997
Value of total assets at beginning of year2016-12-31$50,070,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$239,851
Total interest from all sources2016-12-31$84,778
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,042,712
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$315,735
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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$3,958,642
Value of net assets at end of year (total assets less liabilities)2016-12-31$54,028,997
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$50,070,355
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
Investment advisory and management fees2016-12-31$217,733
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,625,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,351,161
Value of interest in pooled separate accounts at end of year2016-12-31$241,483
Value of interest in pooled separate accounts at beginning of year2016-12-31$247,387
Interest earned on other investments2016-12-31$84,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,713,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,595,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,595,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$40
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,687,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,637,023
Net investment gain/loss from pooled separate accounts2016-12-31$1,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,500,000
Income. Dividends from common stock2016-12-31$726,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,558,529
Contract administrator fees2016-12-31$22,118
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$36,761,382
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$32,239,287
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$12,202,491
Aggregate carrying amount (costs) on sale of assets2016-12-31$12,049,920
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WHITTLESEY & HADLEY, PC
Accountancy firm EIN2016-12-31060903326
2015 : RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,902,630
Total unrealized appreciation/depreciation of assets2015-12-31$-2,902,630
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$4,199
Total loss/gain on sale of assets2015-12-31$1,668,835
Total of all expenses incurred2015-12-31$1,792,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,515,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$50,070,355
Value of total assets at beginning of year2015-12-31$51,858,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$277,221
Total interest from all sources2015-12-31$78,643
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,158,707
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$344,958
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,788,322
Value of net assets at end of year (total assets less liabilities)2015-12-31$50,070,355
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$51,858,677
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
Investment advisory and management fees2015-12-31$255,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,351,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,266,207
Value of interest in pooled separate accounts at end of year2015-12-31$247,387
Value of interest in pooled separate accounts at beginning of year2015-12-31$239,040
Interest earned on other investments2015-12-31$78,462
Income. Interest from US Government securities2015-12-31$136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,595,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,808,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,808,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$45
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,637,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,572,301
Net investment gain/loss from pooled separate accounts2015-12-31$644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Income. Dividends from common stock2015-12-31$813,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,515,300
Contract administrator fees2015-12-31$21,323
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$32,239,287
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$34,972,179
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,668,835
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WHITTLESEY & HADLEY, PC
Accountancy firm EIN2015-12-31060903326
2014 : RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-637,032
Total unrealized appreciation/depreciation of assets2014-12-31$-637,032
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$4,033,618
Total loss/gain on sale of assets2014-12-31$3,468,853
Total of all expenses incurred2014-12-31$1,652,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,367,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$51,858,677
Value of total assets at beginning of year2014-12-31$49,477,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$284,636
Total interest from all sources2014-12-31$88,190
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,113,259
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$369,150
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
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$2,381,538
Value of net assets at end of year (total assets less liabilities)2014-12-31$51,858,677
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$49,477,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$263,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,266,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,239,309
Value of interest in pooled separate accounts at end of year2014-12-31$239,040
Value of interest in pooled separate accounts at beginning of year2014-12-31$213,855
Interest earned on other investments2014-12-31$88,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,808,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,741,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,741,572
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$96
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,572,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,601,056
Net investment gain/loss from pooled separate accounts2014-12-31$348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Income. Dividends from common stock2014-12-31$744,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,367,444
Contract administrator fees2014-12-31$20,816
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$34,972,179
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$33,681,347
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
Aggregate proceeds on sale of assets2014-12-31$3,468,853
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WHITTLESEY & HADLEY, PC
Accountancy firm EIN2014-12-31060903326
2013 : RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,753,196
Total unrealized appreciation/depreciation of assets2013-12-31$5,753,196
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$9,158,316
Total loss/gain on sale of assets2013-12-31$1,370,927
Total of all expenses incurred2013-12-31$1,614,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,322,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,000,000
Value of total assets at end of year2013-12-31$49,477,139
Value of total assets at beginning of year2013-12-31$41,933,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$291,389
Total interest from all sources2013-12-31$95,420
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$938,471
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$355,157
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
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$7,543,947
Value of net assets at end of year (total assets less liabilities)2013-12-31$49,477,139
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,933,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$270,587
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,239,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,769,790
Value of interest in pooled separate accounts at end of year2013-12-31$213,855
Value of interest in pooled separate accounts at beginning of year2013-12-31$204,956
Interest earned on other investments2013-12-31$95,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,741,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$471,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$471,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$95
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,601,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,513,700
Net investment gain/loss from pooled separate accounts2013-12-31$302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,000,000
Income. Dividends from common stock2013-12-31$583,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,322,980
Contract administrator fees2013-12-31$20,802
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$33,681,347
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$28,973,092
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
Aggregate proceeds on sale of assets2013-12-31$1,370,927
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WHITTLESEY & HADLEY, PC
Accountancy firm EIN2013-12-31060903326
2012 : RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,558,863
Total unrealized appreciation/depreciation of assets2012-12-31$3,558,863
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$4,870,875
Total loss/gain on sale of assets2012-12-31$195,595
Total of all expenses incurred2012-12-31$1,305,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,126,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$41,933,192
Value of total assets at beginning of year2012-12-31$38,367,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$178,371
Total interest from all sources2012-12-31$143,036
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$972,879
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$376,717
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
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$3,565,600
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,933,192
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$38,367,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$155,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,769,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,469,262
Value of interest in pooled separate accounts at end of year2012-12-31$204,956
Value of interest in pooled separate accounts at beginning of year2012-12-31$175,719
Interest earned on other investments2012-12-31$143,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$471,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,146,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,146,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,513,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,462,633
Net investment gain/loss from pooled separate accounts2012-12-31$502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Income. Dividends from common stock2012-12-31$596,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,126,904
Contract administrator fees2012-12-31$22,545
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$28,973,092
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$24,113,837
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
Aggregate proceeds on sale of assets2012-12-31$195,595
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WHITTLESEY & HADLEY, PC
Accountancy firm EIN2012-12-31060903326
2011 : RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-2,019,820
Total unrealized appreciation/depreciation of assets2011-12-31$-2,019,820
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$3,982,424
Total loss/gain on sale of assets2011-12-31$2,010,426
Total of all expenses incurred2011-12-31$1,243,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,058,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,000,000
Value of total assets at end of year2011-12-31$38,367,592
Value of total assets at beginning of year2011-12-31$35,629,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$185,011
Total interest from all sources2011-12-31$137,781
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$853,616
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$382,955
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
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$2,738,451
Value of net assets at end of year (total assets less liabilities)2011-12-31$38,367,592
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$35,629,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$163,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,469,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,865,272
Value of interest in pooled separate accounts at end of year2011-12-31$175,719
Value of interest in pooled separate accounts at beginning of year2011-12-31$138,556
Interest earned on other investments2011-12-31$137,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,146,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,965,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,965,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,462,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,864,860
Net investment gain/loss from pooled separate accounts2011-12-31$421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,000,000
Income. Dividends from common stock2011-12-31$470,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,058,962
Contract administrator fees2011-12-31$21,602
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$24,113,837
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$25,794,798
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
Aggregate proceeds on sale of assets2011-12-31$2,010,426
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WHITTLESEY & HADLEY, PC
Accountancy firm EIN2011-12-31060903326
2010 : RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$2,194,164
Total unrealized appreciation/depreciation of assets2010-12-31$2,194,164
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,203,218
Total loss/gain on sale of assets2010-12-31$1,191,771
Total of all expenses incurred2010-12-31$1,103,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$906,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$35,629,141
Value of total assets at beginning of year2010-12-31$32,529,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$197,444
Total interest from all sources2010-12-31$170,537
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$646,423
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$171,306
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,099,577
Value of net assets at end of year (total assets less liabilities)2010-12-31$35,629,141
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,529,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$175,041
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,865,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,951,053
Value of interest in pooled separate accounts at end of year2010-12-31$138,556
Value of interest in pooled separate accounts at beginning of year2010-12-31$133,617
Interest earned on other investments2010-12-31$170,276
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$18,313,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,965,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$552,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$552,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,864,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,578,514
Net investment gain/loss from pooled separate accounts2010-12-31$323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$475,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$906,197
Contract administrator fees2010-12-31$22,403
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$25,794,798
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
Aggregate proceeds on sale of assets2010-12-31$88,747,497
Aggregate carrying amount (costs) on sale of assets2010-12-31$87,555,726
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2010-12-31134008324
2009 : RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF NAUGATUCK SAVINGS BANK

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

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291 BR-21
Policy instance 1
Insurance contract or identification numberGA-6291 BR-21
Number of Individuals Covered93
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291 BR-21
Policy instance 1
Insurance contract or identification numberGA-6291 BR-21
Number of Individuals Covered84
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291 BR-21
Policy instance 1
Insurance contract or identification numberGA-6291 BR-21
Number of Individuals Covered77
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291 BR-21
Policy instance 1
Insurance contract or identification numberGA-6291 BR-21
Number of Individuals Covered71
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291 BR-21
Policy instance 1
Insurance contract or identification numberGA-6291 BR-21
Number of Individuals Covered68
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291 BR-21
Policy instance 1
Insurance contract or identification numberGA-6291 BR-21
Number of Individuals Covered62
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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