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THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 401k Plan overview

Plan NameTHE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK
Plan identification number 008

THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:THOMASTON SAVINGS BANK
Employer identification number (EIN):060561730
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082021-07-01
0082020-07-01
0082019-07-01
0082018-07-01
0082017-07-01
0082017-07-01
0082016-07-01JAMES R. NICHOL JAMES R. NICHOL2018-04-02
0082015-07-01JAMES R. NICHOL JAMES R. NICHOL2017-04-04
0082014-07-01JAMES R. NICHOL JAMES R. NICHOL2016-02-09
0082013-07-01JAMES R. NICHOL JAMES R. NICHOL2015-01-29
0082012-07-01JAMES R. NICHOL JAMES R. NICHOL2014-04-07
0082011-07-01JAMES R. NICHOL JAMES R. NICHOL2013-04-15
0082010-07-01JAMES NICHOL JAMES NICHOL2012-04-16
0082009-07-01JAMES NICHOL JAMES NICHOL2011-04-13

Plan Statistics for THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK

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

Measure Date Value
2022: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2022 401k membership
Market value of plan assets2022-06-3057,230,051
Acturial value of plan assets2022-06-3051,507,046
Funding target for retired participants and beneficiaries receiving payment2022-06-3015,107,075
Number of terminated vested participants2022-06-3072
Fundng target for terminated vested participants2022-06-302,736,182
Active participant vested funding target2022-06-3013,587,542
Number of active participants2022-06-30180
Total funding liabilities for active participants2022-06-3015,831,137
Total participant count2022-06-30316
Total funding target for all participants2022-06-3033,674,394
Balance at beginning of prior year after applicable adjustments2022-06-305,117,163
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-305,117,163
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-301,905,492
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-302,010,294
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-306,556,621
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-302,625,000
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-302,524,594
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-301,703,047
Net shortfall amortization installment of oustanding balance2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-302,524,594
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2021 401k membership
Total participants, beginning-of-year2021-07-01315
Total number of active participants reported on line 7a of the Form 55002021-07-01173
Number of retired or separated participants receiving benefits2021-07-0166
Number of other retired or separated participants entitled to future benefits2021-07-0176
Total of all active and inactive participants2021-07-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-015
Total participants2021-07-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0116
Market value of plan assets2021-06-3044,443,615
Acturial value of plan assets2021-06-3045,424,440
Funding target for retired participants and beneficiaries receiving payment2021-06-3016,094,287
Number of terminated vested participants2021-06-3050
Fundng target for terminated vested participants2021-06-302,697,601
Active participant vested funding target2021-06-3012,246,577
Number of active participants2021-06-30201
Total funding liabilities for active participants2021-06-3014,555,058
Total participant count2021-06-30312
Total funding target for all participants2021-06-3033,346,946
Balance at beginning of prior year after applicable adjustments2021-06-305,000,159
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-305,000,159
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-305,641,686
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-305,960,441
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-305,117,163
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-302,000,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-301,905,492
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-301,553,437
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-301,905,492
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2020 401k membership
Total participants, beginning-of-year2020-07-01311
Total number of active participants reported on line 7a of the Form 55002020-07-01177
Number of retired or separated participants receiving benefits2020-07-0160
Number of other retired or separated participants entitled to future benefits2020-07-0171
Total of all active and inactive participants2020-07-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-014
Total participants2020-07-01312
Number of participants with account balances2020-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0118
Market value of plan assets2020-06-3038,794,734
Acturial value of plan assets2020-06-3038,668,313
Funding target for retired participants and beneficiaries receiving payment2020-06-3013,594,598
Number of terminated vested participants2020-06-3054
Fundng target for terminated vested participants2020-06-302,813,995
Active participant vested funding target2020-06-3011,867,924
Number of active participants2020-06-30170
Total funding liabilities for active participants2020-06-3014,081,136
Total participant count2020-06-30282
Total funding target for all participants2020-06-3030,489,729
Balance at beginning of prior year after applicable adjustments2020-06-304,708,691
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-304,708,691
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-30963,398
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-301,019,371
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-305,000,159
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-306,000,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-305,641,686
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-301,329,886
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-305,641,686
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2019 401k membership
Total participants, beginning-of-year2019-07-01271
Total number of active participants reported on line 7a of the Form 55002019-07-01186
Number of retired or separated participants receiving benefits2019-07-0159
Number of other retired or separated participants entitled to future benefits2019-07-0148
Total of all active and inactive participants2019-07-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-013
Total participants2019-07-01296
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-014
Market value of plan assets2019-06-3036,636,306
Acturial value of plan assets2019-06-3035,928,653
Funding target for retired participants and beneficiaries receiving payment2019-06-3012,454,152
Number of terminated vested participants2019-06-3051
Fundng target for terminated vested participants2019-06-302,580,526
Active participant vested funding target2019-06-3010,528,197
Number of active participants2019-06-30158
Total funding liabilities for active participants2019-06-3012,992,244
Total participant count2019-06-30261
Total funding target for all participants2019-06-3028,026,922
Balance at beginning of prior year after applicable adjustments2019-06-304,364,749
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-304,364,749
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-302,033,276
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-302,155,679
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-304,708,691
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-301,000,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30936,338
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-301,102,903
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-30936,338
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2018 401k membership
Total participants, beginning-of-year2018-07-01250
Total number of active participants reported on line 7a of the Form 55002018-07-01160
Number of retired or separated participants receiving benefits2018-07-0157
Number of other retired or separated participants entitled to future benefits2018-07-0152
Total of all active and inactive participants2018-07-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01271
Number of participants with account balances2018-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3032,970,289
Acturial value of plan assets2018-06-3032,707,862
Funding target for retired participants and beneficiaries receiving payment2018-06-3011,456,714
Number of terminated vested participants2018-06-3052
Fundng target for terminated vested participants2018-06-302,133,262
Active participant vested funding target2018-06-3010,729,743
Number of active participants2018-06-30158
Total funding liabilities for active participants2018-06-3010,947,944
Total participant count2018-06-30259
Total funding target for all participants2018-06-3024,537,920
Balance at beginning of prior year after applicable adjustments2018-06-303,933,978
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-303,933,978
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-301,010,337
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-301,073,180
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-304,364,749
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-302,145,740
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-302,033,276
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30999,858
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-302,033,276
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2017 401k membership
Total participants, beginning-of-year2017-07-01259
Total number of active participants reported on line 7a of the Form 55002017-07-01152
Number of retired or separated participants receiving benefits2017-07-0152
Number of other retired or separated participants entitled to future benefits2017-07-0149
Total of all active and inactive participants2017-07-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01254
Number of participants with account balances2017-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0110
Market value of plan assets2017-06-3029,709,791
Acturial value of plan assets2017-06-3031,127,975
Funding target for retired participants and beneficiaries receiving payment2017-06-3010,359,931
Number of terminated vested participants2017-06-3052
Fundng target for terminated vested participants2017-06-301,960,497
Active participant vested funding target2017-06-308,758,783
Number of active participants2017-06-30146
Total funding liabilities for active participants2017-06-308,953,443
Total participant count2017-06-30243
Total funding target for all participants2017-06-3021,273,871
Balance at beginning of prior year after applicable adjustments2017-06-303,924,559
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-303,924,559
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-305,743,803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-306,111,406
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-303,933,978
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-301,078,915
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-301,010,337
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30793,337
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-301,010,337
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2016 401k membership
Total participants, beginning-of-year2016-07-01243
Total number of active participants reported on line 7a of the Form 55002016-07-01145
Number of retired or separated participants receiving benefits2016-07-0149
Number of other retired or separated participants entitled to future benefits2016-07-0150
Total of all active and inactive participants2016-07-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-019
2015: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2015 401k membership
Total participants, beginning-of-year2015-07-01236
Total number of active participants reported on line 7a of the Form 55002015-07-01137
Number of retired or separated participants receiving benefits2015-07-0145
Number of other retired or separated participants entitled to future benefits2015-07-0151
Total of all active and inactive participants2015-07-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-019
2014: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year2014-07-01228
Total number of active participants reported on line 7a of the Form 55002014-07-01131
Number of retired or separated participants receiving benefits2014-07-0141
Number of other retired or separated participants entitled to future benefits2014-07-0152
Total of all active and inactive participants2014-07-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-019
2013: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year2013-07-01208
Total number of active participants reported on line 7a of the Form 55002013-07-01127
Number of retired or separated participants receiving benefits2013-07-0139
Number of other retired or separated participants entitled to future benefits2013-07-0148
Total of all active and inactive participants2013-07-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-017
2012: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year2012-07-01190
Total number of active participants reported on line 7a of the Form 55002012-07-01114
Number of retired or separated participants receiving benefits2012-07-0134
Number of other retired or separated participants entitled to future benefits2012-07-0152
Total of all active and inactive participants2012-07-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0111
2011: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year2011-07-01183
Total number of active participants reported on line 7a of the Form 55002011-07-01100
Number of retired or separated participants receiving benefits2011-07-0133
Number of other retired or separated participants entitled to future benefits2011-07-0150
Total of all active and inactive participants2011-07-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2010: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2010 401k membership
Total participants, beginning-of-year2010-07-01167
Total number of active participants reported on line 7a of the Form 55002010-07-01100
Number of retired or separated participants receiving benefits2010-07-0126
Number of other retired or separated participants entitled to future benefits2010-07-0137
Total of all active and inactive participants2010-07-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01164
Number of participants with account balances2010-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-015
2009: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year2009-07-01159
Total number of active participants reported on line 7a of the Form 55002009-07-01100
Number of retired or separated participants receiving benefits2009-07-0126
Number of other retired or separated participants entitled to future benefits2009-07-0134
Total of all active and inactive participants2009-07-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01161
Number of participants with account balances2009-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK

Measure Date Value
2022 : THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-4,734,474
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,455,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,393,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,625,000
Value of total assets at end of year2022-06-30$51,039,799
Value of total assets at beginning of year2022-06-30$57,230,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$62,029
Total interest from all sources2022-06-30$106,827
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$194,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$194,328
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Administrative expenses (other) incurred2022-06-30$12,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-6,190,252
Value of net assets at end of year (total assets less liabilities)2022-06-30$51,039,799
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$57,230,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$49,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$48,770,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$54,889,975
Interest earned on other investments2022-06-30$106,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$2,268,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$2,340,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-6,220,669
Net investment gain/loss from pooled separate accounts2022-06-30$-1,439,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$2,625,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,393,749
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WHITTLESEY PC
Accountancy firm EIN2022-06-30060903326
2021 : THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$19,053,424
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,325,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,295,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$7,000,000
Value of total assets at end of year2021-06-30$57,230,051
Value of total assets at beginning of year2021-06-30$39,502,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$30,076
Total interest from all sources2021-06-30$115,433
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Administrative expenses (other) incurred2021-06-30$2,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$17,727,470
Value of net assets at end of year (total assets less liabilities)2021-06-30$57,230,051
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$39,502,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$27,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$54,889,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$36,973,793
Interest earned on other investments2021-06-30$115,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$2,340,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$2,528,788
Net investment gain/loss from pooled separate accounts2021-06-30$11,937,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$7,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,295,878
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-301525 WILSON BOULEVARD
Accountancy firm EIN2021-06-30060903326
2020 : THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,901,320
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,193,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,162,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,000,000
Value of total assets at end of year2020-06-30$39,502,580
Value of total assets at beginning of year2020-06-30$38,794,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$31,343
Total interest from all sources2020-06-30$150,920
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$7,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$707,846
Value of net assets at end of year (total assets less liabilities)2020-06-30$39,502,580
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$38,794,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$2,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$36,973,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$36,108,106
Interest earned on other investments2020-06-30$150,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$2,528,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$2,686,628
Net investment gain/loss from pooled separate accounts2020-06-30$750,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,162,131
Contract administrator fees2020-06-30$28,925
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WHITTLESEY PC
Accountancy firm EIN2020-06-30060903326
2019 : THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$3,252,705
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,094,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,059,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,000,000
Value of total assets at end of year2019-06-30$38,794,734
Value of total assets at beginning of year2019-06-30$36,636,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$34,323
Total interest from all sources2019-06-30$177,450
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$7,000,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,158,427
Value of net assets at end of year (total assets less liabilities)2019-06-30$38,794,734
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$36,636,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$2,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$36,108,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$33,429,091
Interest earned on other investments2019-06-30$177,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$2,686,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$3,207,216
Net investment gain/loss from pooled separate accounts2019-06-30$2,075,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,059,955
Contract administrator fees2019-06-30$31,728
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WHITTLESEY
Accountancy firm EIN2019-06-30060903326
2018 : THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$4,628,612
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,049,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,013,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,067,395
Value of total assets at end of year2018-06-30$36,636,307
Value of total assets at beginning of year2018-06-30$33,057,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$35,687
Total interest from all sources2018-06-30$142,385
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$7,000,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$3,579,230
Value of net assets at end of year (total assets less liabilities)2018-06-30$36,636,307
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$33,057,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$2,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$33,429,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$28,695,684
Interest earned on other investments2018-06-30$142,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$3,207,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$3,283,048
Net investment gain/loss from pooled separate accounts2018-06-30$2,418,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$2,067,395
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$1,078,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,013,695
Contract administrator fees2018-06-30$33,459
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30WHITTLESEY
Accountancy firm EIN2018-06-30060903326
2017 : THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$4,253,032
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$974,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$940,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,165,760
Value of total assets at end of year2017-06-30$33,057,077
Value of total assets at beginning of year2017-06-30$29,778,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$34,656
Total interest from all sources2017-06-30$146,953
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,278,086
Value of net assets at end of year (total assets less liabilities)2017-06-30$33,057,077
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$29,778,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$2,117
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$28,695,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$21,366,296
Interest on participant loans2017-06-30$146,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$3,283,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$3,412,695
Net investment gain/loss from pooled separate accounts2017-06-30$2,940,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,165,760
Employer contributions (assets) at end of year2017-06-30$1,078,345
Employer contributions (assets) at beginning of year2017-06-30$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$940,290
Contract administrator fees2017-06-30$32,539
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WHITTLESEY PC
Accountancy firm EIN2017-06-30060903326
2016 : THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$6,187,357
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$875,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$840,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$6,126,948
Value of total assets at end of year2016-06-30$29,778,991
Value of total assets at beginning of year2016-06-30$24,467,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$35,442
Total interest from all sources2016-06-30$156,571
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$5,311,406
Value of net assets at end of year (total assets less liabilities)2016-06-30$29,778,991
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$24,467,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$2,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$21,366,296
Value of interest in pooled separate accounts at beginning of year2016-06-30$20,974,039
Interest earned on other investments2016-06-30$156,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$3,412,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$3,493,546
Net investment gain/loss from pooled separate accounts2016-06-30$-96,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$6,126,948
Employer contributions (assets) at end of year2016-06-30$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$840,509
Contract administrator fees2016-06-30$33,216
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WHITTLESEY AND HADLEY
Accountancy firm EIN2016-06-30060903326
2015 : THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$13,541
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,263,975
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$844,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$807,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$588,241
Value of total assets at end of year2015-06-30$24,467,585
Value of total assets at beginning of year2015-06-30$24,034,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$36,336
Total interest from all sources2015-06-30$172,287
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$419,697
Value of net assets at end of year (total assets less liabilities)2015-06-30$24,467,585
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$24,034,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$2,295
Value of interest in pooled separate accounts at end of year2015-06-30$20,974,039
Value of interest in pooled separate accounts at beginning of year2015-06-30$20,444,490
Interest earned on other investments2015-06-30$172,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$3,493,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$3,589,857
Net investment gain/loss from pooled separate accounts2015-06-30$503,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$588,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$807,942
Contract administrator fees2015-06-30$34,041
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WHITTLESEY AND HADLEY
Accountancy firm EIN2015-06-30060903326
2014 : THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$3,810,414
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$805,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$768,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$765,448
Value of total assets at end of year2014-06-30$24,034,347
Value of total assets at beginning of year2014-06-30$21,029,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$36,398
Total interest from all sources2014-06-30$179,671
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Administrative expenses (other) incurred2014-06-30$1,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$3,005,141
Value of net assets at end of year (total assets less liabilities)2014-06-30$24,034,347
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$21,029,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$34,433
Value of interest in pooled separate accounts at end of year2014-06-30$20,444,490
Value of interest in pooled separate accounts at beginning of year2014-06-30$17,343,608
Interest earned on other investments2014-06-30$179,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$3,589,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$3,685,598
Net investment gain/loss from pooled separate accounts2014-06-30$2,865,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$765,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$768,875
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30WHILTSESEY AND HADLEY
Accountancy firm EIN2014-06-30060903326
2013 : THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$3,343,505
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$771,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$734,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,281,902
Value of total assets at end of year2013-06-30$21,029,206
Value of total assets at beginning of year2013-06-30$18,456,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$36,607
Total interest from all sources2013-06-30$192,548
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Administrative expenses (other) incurred2013-06-30$2,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,572,332
Value of net assets at end of year (total assets less liabilities)2013-06-30$21,029,206
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$18,456,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$34,334
Value of interest in pooled separate accounts at end of year2013-06-30$17,343,608
Value of interest in pooled separate accounts at beginning of year2013-06-30$14,603,919
Interest earned on other investments2013-06-30$192,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$94
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$3,685,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$3,727,955
Net investment gain/loss from pooled separate accounts2013-06-30$1,869,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,281,902
Employer contributions (assets) at beginning of year2013-06-30$125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$734,566
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30WHITTLESEY AND HADLEY
Accountancy firm EIN2013-06-30060903326
2012 : THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$21,255
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,156,851
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$711,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$674,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$721,556
Value of total assets at end of year2012-06-30$18,456,874
Value of total assets at beginning of year2012-06-30$17,989,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$36,583
Total interest from all sources2012-06-30$202,282
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$2,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$445,649
Value of net assets at end of year (total assets less liabilities)2012-06-30$18,456,874
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$17,989,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$34,429
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$5,620,569
Value of interest in pooled separate accounts at end of year2012-06-30$14,603,919
Value of interest in pooled separate accounts at beginning of year2012-06-30$8,703,033
Interest earned on other investments2012-06-30$202,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$3,727,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$3,666,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-40,992
Net investment gain/loss from pooled separate accounts2012-06-30$274,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$721,556
Employer contributions (assets) at end of year2012-06-30$125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$674,619
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30WHITTLESEY AND HADLEY
Accountancy firm EIN2012-06-30060903326
2011 : THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$17,684
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$4,896,364
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$598,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$561,701
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$2,273,133
Value of total assets at end of year2011-06-30$17,989,970
Value of total assets at beginning of year2011-06-30$13,673,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$36,347
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$202,612
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$202,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$202,774
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$0
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$2,192
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$4,298,316
Value of net assets at end of year (total assets less liabilities)2011-06-30$17,989,970
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$13,673,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$34,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$5,620,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,966,471
Value of interest in pooled separate accounts at end of year2011-06-30$8,703,033
Value of interest in pooled separate accounts at beginning of year2011-06-30$6,143,655
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$202,612
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$3,666,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$3,563,844
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$488,641
Net investment gain/loss from pooled separate accounts2011-06-30$1,729,204
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$2,273,133
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$561,701
Contract administrator fees2011-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30WHITTLESEY & HADLEY
Accountancy firm EIN2011-06-30060903326
2010 : THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK

2021: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13066
Policy instance 2
Insurance contract or identification numberSA 13066
Insurance policy start date2021-07-01
Insurance policy end date2022-04-11
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number006291
Policy instance 1
Insurance contract or identification number006291
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number006291
Policy instance 1
Insurance contract or identification number006291
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13066
Policy instance 2
Insurance contract or identification numberSA 13066
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13066
Policy instance 2
Insurance contract or identification numberSA 13066
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number006291
Policy instance 1
Insurance contract or identification number006291
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13066
Policy instance 2
Insurance contract or identification numberSA 13066
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number006291
Policy instance 1
Insurance contract or identification number006291
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number006291
Policy instance 1
Insurance contract or identification number006291
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13066
Policy instance 2
Insurance contract or identification numberSA 13066
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13066
Policy instance 2
Insurance contract or identification numberSA 13066
Number of Individuals Covered223
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number006291
Policy instance 1
Insurance contract or identification number006291
Number of Individuals Covered11
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number006291
Policy instance 2
Insurance contract or identification number006291
Number of Individuals Covered12
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13066
Policy instance 1
Insurance contract or identification numberSA 13066
Number of Individuals Covered213
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number006291
Policy instance 2
Insurance contract or identification number006291
Number of Individuals Covered12
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13066
Policy instance 1
Insurance contract or identification numberSA 13066
Number of Individuals Covered203
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13066
Policy instance 1
Insurance contract or identification numberSA 13066
Number of Individuals Covered189
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number006291
Policy instance 2
Insurance contract or identification number006291
Number of Individuals Covered12
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number800377
Policy instance 3
Insurance contract or identification number800377
Number of Individuals Covered0
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $5,779
Total amount of fees paid to insurance companyUSD $3,757
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number006291
Policy instance 1
Insurance contract or identification number006291
Number of Individuals Covered14
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13066
Policy instance 2
Insurance contract or identification numberSA 13066
Number of Individuals Covered184
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number800377
Policy instance 2
Insurance contract or identification number800377
Number of Individuals Covered153
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $11,885
Total amount of fees paid to insurance companyUSD $7,606
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number006291
Policy instance 1
Insurance contract or identification number006291
Number of Individuals Covered15
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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