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PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NamePEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PEOPLE'S UNITED BANK, N.A. has sponsored the creation of one or more 401k plans.

Company Name:PEOPLE'S UNITED BANK, N.A.
Employer identification number (EIN):061213065
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHELLE MCNEIL
0012016-01-01MICHELLE MCNEIL
0012016-01-01
0012015-01-01MICHELLE MCNEIL
0012014-01-01MICHELLE MCNEIL
0012013-01-01MICHELLE MCNEIL
0012012-01-01MICHELLE MCNEIL MICHELLE MCNEIL2013-10-15
0012011-01-01MICHELLE MCNEIL MICHELLE MCNEIL2012-10-16
0012010-01-01MARIA A. STOLFI MARIA A. STOLFI2011-10-17
0012009-01-01MARIA A. STOLFI MARIA A. STOLFI2010-10-15

Plan Statistics for PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2020: PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31687,762,347
Acturial value of plan assets2020-12-31687,762,347
Funding target for retired participants and beneficiaries receiving payment2020-12-31214,465,985
Number of terminated vested participants2020-12-312,412
Fundng target for terminated vested participants2020-12-3194,979,908
Active participant vested funding target2020-12-31112,545,353
Number of active participants2020-12-311,387
Total funding liabilities for active participants2020-12-31116,753,344
Total participant count2020-12-316,089
Total funding target for all participants2020-12-31426,199,237
Balance at beginning of prior year after applicable adjustments2020-12-31109,737,969
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3199,622,324
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-311,200,000
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31108,537,969
Amount remaining of prefunding balance2020-12-3199,622,324
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31134,521,959
Balance of prefunding at beginning of current year2020-12-31123,471,908
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31900,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-016,061
Total number of active participants reported on line 7a of the Form 55002020-01-011,256
Number of retired or separated participants receiving benefits2020-01-012,227
Number of other retired or separated participants entitled to future benefits2020-01-012,505
Total of all active and inactive participants2020-01-015,988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01201
Total participants2020-01-016,189
2019: PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31575,162,157
Acturial value of plan assets2019-12-31575,162,157
Funding target for retired participants and beneficiaries receiving payment2019-12-31209,481,503
Number of terminated vested participants2019-12-312,406
Fundng target for terminated vested participants2019-12-3196,907,338
Active participant vested funding target2019-12-31120,030,290
Number of active participants2019-12-311,482
Total funding liabilities for active participants2019-12-31124,077,252
Total participant count2019-12-316,086
Total funding target for all participants2019-12-31430,466,093
Balance at beginning of prior year after applicable adjustments2019-12-31111,685,826
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3187,151,008
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-31800,000
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31110,885,826
Amount remaining of prefunding balance2019-12-3187,151,008
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31109,737,969
Balance of prefunding at beginning of current year2019-12-3199,622,324
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,200,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,200,000
Carryover balance elected to use to offset funding requirement2019-12-311,200,000
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-016,071
Total number of active participants reported on line 7a of the Form 55002019-01-011,387
Number of retired or separated participants receiving benefits2019-01-012,106
Number of other retired or separated participants entitled to future benefits2019-01-012,365
Total of all active and inactive participants2019-01-015,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01203
Total participants2019-01-016,061
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31526,405,188
Acturial value of plan assets2018-12-31526,405,188
Funding target for retired participants and beneficiaries receiving payment2018-12-31161,342,539
Number of terminated vested participants2018-12-311,610
Fundng target for terminated vested participants2018-12-3182,886,718
Active participant vested funding target2018-12-3193,799,737
Number of active participants2018-12-311,038
Total funding liabilities for active participants2018-12-3198,372,331
Total participant count2018-12-314,323
Total funding target for all participants2018-12-31342,601,588
Balance at beginning of prior year after applicable adjustments2018-12-3196,241,656
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3141,147,674
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-31800,000
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3195,441,656
Amount remaining of prefunding balance2018-12-3141,147,674
Present value of excess contributions2018-12-3137,529,209
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3139,854,430
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3139,000,000
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31111,685,826
Balance of prefunding at beginning of current year2018-12-3187,151,008
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31800,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31800,000
Carryover balance elected to use to offset funding requirement2018-12-31800,000
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014,317
Total number of active participants reported on line 7a of the Form 55002018-01-011,482
Number of retired or separated participants receiving benefits2018-01-012,054
Number of other retired or separated participants entitled to future benefits2018-01-012,367
Total of all active and inactive participants2018-01-015,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01168
Total participants2018-01-016,071
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31430,441,591
Acturial value of plan assets2017-12-31430,441,591
Funding target for retired participants and beneficiaries receiving payment2017-12-31143,526,540
Number of terminated vested participants2017-12-311,659
Fundng target for terminated vested participants2017-12-3179,409,835
Active participant vested funding target2017-12-3190,657,103
Number of active participants2017-12-311,106
Total funding liabilities for active participants2017-12-3196,054,586
Total participant count2017-12-314,384
Total funding target for all participants2017-12-31318,990,961
Balance at beginning of prior year after applicable adjustments2017-12-3191,244,184
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3138,668,992
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-31800,000
Amount remaining of carryover balance2017-12-3190,444,184
Amount remaining of prefunding balance2017-12-3138,668,992
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-3196,241,656
Balance of prefunding at beginning of current year2017-12-3141,147,674
Total employer contributions2017-12-3140,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3137,529,209
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31800,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31800,000
Carryover balance elected to use to offset funding requirement2017-12-31800,000
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3137,529,209
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-014,379
Total number of active participants reported on line 7a of the Form 55002017-01-011,038
Number of retired or separated participants receiving benefits2017-01-011,572
Number of other retired or separated participants entitled to future benefits2017-01-011,585
Total of all active and inactive participants2017-01-014,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01122
Total participants2017-01-014,317
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31418,970,620
Acturial value of plan assets2016-12-31418,970,620
Funding target for retired participants and beneficiaries receiving payment2016-12-31137,177,659
Number of terminated vested participants2016-12-311,666
Fundng target for terminated vested participants2016-12-3173,065,621
Active participant vested funding target2016-12-3189,975,870
Number of active participants2016-12-311,177
Total funding liabilities for active participants2016-12-3195,709,406
Total participant count2016-12-314,430
Total funding target for all participants2016-12-31305,952,686
Balance at beginning of prior year after applicable adjustments2016-12-3192,287,027
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3139,110,946
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3192,287,027
Amount remaining of prefunding balance2016-12-3139,110,946
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3191,244,184
Balance of prefunding at beginning of current year2016-12-3138,668,992
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31800,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31800,000
Carryover balance elected to use to offset funding requirement2016-12-31800,000
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014,427
Total number of active participants reported on line 7a of the Form 55002016-01-011,106
Number of retired or separated participants receiving benefits2016-01-011,524
Number of other retired or separated participants entitled to future benefits2016-01-011,635
Total of all active and inactive participants2016-01-014,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01114
Total participants2016-01-014,379
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,487
Total number of active participants reported on line 7a of the Form 55002015-01-011,177
Number of retired or separated participants receiving benefits2015-01-011,497
Number of other retired or separated participants entitled to future benefits2015-01-011,646
Total of all active and inactive participants2015-01-014,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01107
Total participants2015-01-014,427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,524
Total number of active participants reported on line 7a of the Form 55002014-01-011,264
Number of retired or separated participants receiving benefits2014-01-011,452
Number of other retired or separated participants entitled to future benefits2014-01-011,652
Total of all active and inactive participants2014-01-014,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01119
Total participants2014-01-014,487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,617
Total number of active participants reported on line 7a of the Form 55002013-01-011,357
Number of retired or separated participants receiving benefits2013-01-011,379
Number of other retired or separated participants entitled to future benefits2013-01-011,672
Total of all active and inactive participants2013-01-014,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01116
Total participants2013-01-014,524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,515
Total number of active participants reported on line 7a of the Form 55002012-01-011,479
Number of retired or separated participants receiving benefits2012-01-011,352
Number of other retired or separated participants entitled to future benefits2012-01-011,677
Total of all active and inactive participants2012-01-014,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01109
Total participants2012-01-014,617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,565
Total number of active participants reported on line 7a of the Form 55002011-01-011,609
Number of retired or separated participants receiving benefits2011-01-011,224
Number of other retired or separated participants entitled to future benefits2011-01-011,588
Total of all active and inactive participants2011-01-014,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0194
Total participants2011-01-014,515
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,212
Total number of active participants reported on line 7a of the Form 55002010-01-011,721
Number of retired or separated participants receiving benefits2010-01-011,187
Number of other retired or separated participants entitled to future benefits2010-01-011,568
Total of all active and inactive participants2010-01-014,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0189
Total participants2010-01-014,565
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0122
2009: PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,267
Total number of active participants reported on line 7a of the Form 55002009-01-011,878
Number of retired or separated participants receiving benefits2009-01-01742
Number of other retired or separated participants entitled to future benefits2009-01-011,543
Total of all active and inactive participants2009-01-014,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0149
Total participants2009-01-014,212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0139

Financial Data on PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2020 : PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$103,455,529
Total unrealized appreciation/depreciation of assets2020-12-31$103,455,529
Total transfer of assets to this plan2020-12-31$23,320,791
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$82,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$115,697
Total income from all sources (including contributions)2020-12-31$115,882,170
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$25,472,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$24,050,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$801,562,276
Value of total assets at beginning of year2020-12-31$687,864,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,422,568
Total interest from all sources2020-12-31$3,541,364
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,885,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,885,277
Administrative expenses professional fees incurred2020-12-31$46,237
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,200,947
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,542,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$82,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$115,697
Administrative expenses (other) incurred2020-12-31$1,272,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$90,409,512
Value of net assets at end of year (total assets less liabilities)2020-12-31$801,479,311
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$687,749,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$103,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$362,158,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$265,101,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$23,376,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$18,302,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$18,302,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,541,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$805,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$797,091
Asset value of US Government securities at end of year2020-12-31$40,224,480
Asset value of US Government securities at beginning of year2020-12-31$77,981,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$24,050,090
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$81,067,600
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$72,422,941
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$292,728,731
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$251,716,674
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2020-12-31030327374
2019 : PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$121,754,465
Total unrealized appreciation/depreciation of assets2019-12-31$121,754,465
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$115,697
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,148,455
Total income from all sources (including contributions)2019-12-31$135,151,030
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$23,013,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,172,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$687,864,705
Value of total assets at beginning of year2019-12-31$587,760,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$841,303
Total interest from all sources2019-12-31$3,563,895
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,832,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$46,728
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,830,153
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,542,748
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,554,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$115,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$156,209
Administrative expenses (other) incurred2019-12-31$463,911
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$11,992,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$112,137,281
Value of net assets at end of year (total assets less liabilities)2019-12-31$687,749,008
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$575,611,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$330,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$265,101,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$205,583,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$18,302,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$15,127,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$15,127,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,563,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$797,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$788,138
Asset value of US Government securities at end of year2019-12-31$77,981,441
Asset value of US Government securities at beginning of year2019-12-31$58,207,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$9,832,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,172,446
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$72,422,941
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$67,947,204
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$251,716,674
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$222,721,615
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2019-12-31030327374
2018 : PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-51,144,920
Total unrealized appreciation/depreciation of assets2018-12-31$-51,144,920
Total transfer of assets to this plan2018-12-31$108,413,491
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,148,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$49,696
Total income from all sources (including contributions)2018-12-31$-39,733,764
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$19,723,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,804,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$587,760,183
Value of total assets at beginning of year2018-12-31$526,705,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$919,649
Total interest from all sources2018-12-31$3,626,163
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,784,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,784,993
Administrative expenses professional fees incurred2018-12-31$47,914
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,830,153
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,815,021
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,554,624
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,131,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$156,209
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$49,696
Administrative expenses (other) incurred2018-12-31$619,859
Liabilities. Value of operating payables at end of year2018-12-31$11,992,246
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-59,457,532
Value of net assets at end of year (total assets less liabilities)2018-12-31$575,611,728
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$526,655,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$205,583,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$170,844,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$15,127,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$14,817,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$14,817,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,626,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$788,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$775,652
Asset value of US Government securities at end of year2018-12-31$58,207,549
Asset value of US Government securities at beginning of year2018-12-31$28,750,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$40,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,804,119
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$67,947,204
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$75,693,842
Contract administrator fees2018-12-31$251,876
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$222,721,615
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$190,876,755
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2018-12-31030327374
2017 : PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$62,343,030
Total unrealized appreciation/depreciation of assets2017-12-31$62,343,030
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$49,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$53,482
Total income from all sources (including contributions)2017-12-31$112,463,539
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$16,281,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,491,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$40,000,000
Value of total assets at end of year2017-12-31$526,705,465
Value of total assets at beginning of year2017-12-31$430,526,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$789,908
Total interest from all sources2017-12-31$2,917,600
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,202,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,202,909
Administrative expenses professional fees incurred2017-12-31$24,950
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,815,021
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,907,491
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,131,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,102,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$49,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$53,482
Administrative expenses (other) incurred2017-12-31$463,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$96,182,254
Value of net assets at end of year (total assets less liabilities)2017-12-31$526,655,769
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$430,473,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$170,844,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$123,770,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$14,817,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,391,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,391,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,917,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$775,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$760,664
Asset value of US Government securities at end of year2017-12-31$28,750,207
Asset value of US Government securities at beginning of year2017-12-31$2,698,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$40,000,000
Employer contributions (assets) at end of year2017-12-31$40,000,000
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,491,377
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$75,693,842
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$92,648,436
Contract administrator fees2017-12-31$301,642
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$190,876,755
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$193,246,500
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2017-12-31030327374
2016 : PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$17,611,003
Total unrealized appreciation/depreciation of assets2016-12-31$17,611,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$53,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$62,303
Total income from all sources (including contributions)2016-12-31$26,965,281
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,462,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,641,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$430,526,997
Value of total assets at beginning of year2016-12-31$419,032,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$820,924
Total interest from all sources2016-12-31$2,773,397
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,580,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,580,881
Administrative expenses professional fees incurred2016-12-31$47,431
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,907,491
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$12,758,374
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,102,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$895,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$53,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$62,303
Administrative expenses (other) incurred2016-12-31$498,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$11,502,895
Value of net assets at end of year (total assets less liabilities)2016-12-31$430,473,515
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$418,970,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$275,121
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$123,770,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$114,369,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10,391,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$23,923,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$23,923,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,773,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$760,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$746,067
Asset value of US Government securities at end of year2016-12-31$2,698,934
Asset value of US Government securities at beginning of year2016-12-31$23,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,641,462
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$92,648,436
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$73,310,207
Contract administrator fees2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$193,246,500
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$193,007,925
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2016-12-31030327374
2015 : PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-13,345,138
Total unrealized appreciation/depreciation of assets2015-12-31$-13,345,138
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$62,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,032,691
Total income from all sources (including contributions)2015-12-31$-4,263,496
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,130,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,374,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$419,032,923
Value of total assets at beginning of year2015-12-31$439,397,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$756,599
Total interest from all sources2015-12-31$2,329,562
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,752,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$26,794
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$12,758,374
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$11,372,295
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$895,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,057,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$62,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,032,691
Administrative expenses (other) incurred2015-12-31$414,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-19,394,418
Value of net assets at end of year (total assets less liabilities)2015-12-31$418,970,620
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$438,365,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$315,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$114,369,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$87,370,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$23,923,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,335,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,335,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,329,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$746,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$731,590
Asset value of US Government securities at end of year2015-12-31$23,029
Asset value of US Government securities at beginning of year2015-12-31$31,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$40,000,000
Income. Dividends from common stock2015-12-31$6,752,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,374,323
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$73,310,207
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$66,323,050
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$193,007,925
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$221,175,704
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2015-12-31030327374
2014 : PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$17,524,013
Total unrealized appreciation/depreciation of assets2014-12-31$17,524,013
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,032,691
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,453,274
Total income from all sources (including contributions)2014-12-31$65,331,843
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$14,608,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,746,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$40,000,000
Value of total assets at end of year2014-12-31$439,397,729
Value of total assets at beginning of year2014-12-31$408,094,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$862,154
Total interest from all sources2014-12-31$1,689,697
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,118,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$58,622
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$11,372,295
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$10,668,383
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,057,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$25,448,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,032,691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$20,453,274
Administrative expenses (other) incurred2014-12-31$486,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$50,723,654
Value of net assets at end of year (total assets less liabilities)2014-12-31$438,365,038
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$387,641,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$316,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$87,370,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$88,960,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,335,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,846,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,846,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,689,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$731,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$712,062
Asset value of US Government securities at end of year2014-12-31$31,640
Asset value of US Government securities at beginning of year2014-12-31$2,924,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$40,000,000
Employer contributions (assets) at end of year2014-12-31$40,000,000
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from common stock2014-12-31$6,118,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,746,035
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$66,323,050
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$58,481,059
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$221,175,704
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$216,052,705
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2014-12-31030327374
2013 : PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$58,577,169
Total unrealized appreciation/depreciation of assets2013-12-31$58,577,169
Total transfer of assets to this plan2013-12-31$8,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,453,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$71,009
Total income from all sources (including contributions)2013-12-31$66,028,858
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,398,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,495,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$408,094,658
Value of total assets at beginning of year2013-12-31$335,073,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$902,944
Total interest from all sources2013-12-31$1,476,295
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,975,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$61,673
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$10,668,383
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$6,565,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$25,448,766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$761,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$20,453,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$71,009
Administrative expenses (other) incurred2013-12-31$568,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$52,630,466
Value of net assets at end of year (total assets less liabilities)2013-12-31$387,641,384
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$335,002,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$273,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$88,960,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$70,291,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,846,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,089,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,089,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,476,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$712,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$689,071
Asset value of US Government securities at end of year2013-12-31$2,924,829
Asset value of US Government securities at beginning of year2013-12-31$8,547,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$191,635
Income. Dividends from common stock2013-12-31$5,975,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,495,448
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$58,481,059
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$47,017,094
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$216,052,705
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$191,920,573
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2013-12-31030327374
2012 : PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$29,720,213
Total unrealized appreciation/depreciation of assets2012-12-31$29,720,213
Total transfer of assets to this plan2012-12-31$6,168,214
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$71,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$68,082
Total income from all sources (including contributions)2012-12-31$37,532,445
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,683,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,051,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$191,635
Value of total assets at end of year2012-12-31$335,073,646
Value of total assets at beginning of year2012-12-31$303,053,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$632,124
Total interest from all sources2012-12-31$2,443,030
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,177,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$99,548
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$6,565,171
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$6,013,230
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$11,051,285
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$761,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,012,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$71,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$68,082
Administrative expenses (other) incurred2012-12-31$483,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$25,849,036
Value of net assets at end of year (total assets less liabilities)2012-12-31$335,002,637
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$302,985,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$48,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$70,291,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$93,908,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,089,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$16,005,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$16,005,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,443,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$689,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$663,862
Asset value of US Government securities at end of year2012-12-31$8,547,532
Asset value of US Government securities at beginning of year2012-12-31$21,763,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$191,635
Employer contributions (assets) at end of year2012-12-31$191,635
Income. Dividends from common stock2012-12-31$5,177,567
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$47,017,094
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$51,873,282
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$191,920,573
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$111,812,398
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2012-12-31030327374
2011 : PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-12,924,415
Total unrealized appreciation/depreciation of assets2011-12-31$-12,924,415
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$68,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$78,835
Total income from all sources (including contributions)2011-12-31$-4,028,828
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$10,985,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,404,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$303,053,469
Value of total assets at beginning of year2011-12-31$318,078,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$581,048
Total interest from all sources2011-12-31$4,087,591
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,807,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$104,074
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$6,013,230
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$911,772
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$10,404,474
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,012,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$979,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$68,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$78,835
Administrative expenses (other) incurred2011-12-31$476,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-15,014,350
Value of net assets at end of year (total assets less liabilities)2011-12-31$302,985,387
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$317,999,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$93,908,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$100,795,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16,005,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$18,589,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$18,589,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,087,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$663,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$663,862
Asset value of US Government securities at end of year2011-12-31$21,763,649
Asset value of US Government securities at beginning of year2011-12-31$30,778,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Income. Dividends from common stock2011-12-31$4,807,996
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$51,873,282
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$50,960,669
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$111,812,398
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$114,399,754
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$26,301,525
Total unrealized appreciation/depreciation of assets2010-12-31$26,301,525
Total transfer of assets to this plan2010-12-31$20,951,924
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$78,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,905,747
Total income from all sources (including contributions)2010-12-31$33,847,497
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,418,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,942,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$318,078,572
Value of total assets at beginning of year2010-12-31$281,524,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$476,172
Total interest from all sources2010-12-31$3,274,071
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,271,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$151,674
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$911,772
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$9,942,467
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$979,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$922,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$78,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,905,747
Administrative expenses (other) incurred2010-12-31$324,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$23,428,858
Value of net assets at end of year (total assets less liabilities)2010-12-31$317,999,737
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$273,618,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$100,795,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$78,366,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$18,589,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$36,971,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$36,971,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,274,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$663,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$639,938
Asset value of US Government securities at end of year2010-12-31$30,778,618
Asset value of US Government securities at beginning of year2010-12-31$31,454,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$4,271,901
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$50,960,669
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$40,020,653
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$114,399,754
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$93,148,221
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PEOPLE'S UNITED BANK, N.A. EMPLOYEES' RETIREMENT PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004005
Policy instance 1
Insurance contract or identification number004005
Number of Individuals Covered1
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004005
Policy instance 1
Insurance contract or identification number004005
Number of Individuals Covered1
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004005
Policy instance 1
Insurance contract or identification number004005
Number of Individuals Covered1
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004005
Policy instance 1
Insurance contract or identification number004005
Number of Individuals Covered1
Insurance policy start date2016-06-01
Insurance policy end date2017-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004005
Policy instance 1
Insurance contract or identification number004005
Number of Individuals Covered4
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004005
Policy instance 1
Insurance contract or identification number004005
Number of Individuals Covered4
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004005
Policy instance 1
Insurance contract or identification number004005
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004005
Policy instance 1
Insurance contract or identification number004005
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004005
Policy instance 1
Insurance contract or identification number004005
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004005
Policy instance 1
Insurance contract or identification number004005
Insurance policy start date2009-06-01
Insurance policy end date2010-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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