?>
Logo

SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameSPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN
Plan identification number 001

SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:SPENCER SAVINGS BANK SLA
Employer identification number (EIN):221296609
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-09
0012020-10-09
0012019-10-09
0012018-10-09
0012017-10-09
0012016-10-09MARIZEL COLLAZO MARIZEL COLLAZO2018-08-15
0012015-10-09MARIZEL COLLAZO MARIZEL COLLAZO2017-08-15
0012014-10-09MARIZEL COLLAZO MARIZEL COLLAZO2016-08-15
0012013-10-09MARIZEL COLLAZO MARIZEL COLLAZO2015-08-14
0012012-10-09MARIZEL COLLAZO MARIZEL COLLAZO2014-08-15
0012011-10-09MARIZEL COLLAZO
0012010-10-09MARIZEL COLLAZO
0012009-10-09MARIZEL COLLAZO MARIZEL COLLAZO2011-08-12
0012009-10-09MARIZEL COLLAZO
0012009-10-09MARIZEL COLLAZO MARIZEL COLLAZO2011-08-12
0012009-10-09MARIZEL COLLAZO MARIZEL COLLAZO2011-08-12
0012008-10-09

Plan Statistics for SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN

Measure Date Value
2022: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2022 401k membership
Market value of plan assets2022-10-0868,552,093
Acturial value of plan assets2022-10-0868,552,093
Funding target for retired participants and beneficiaries receiving payment2022-10-0814,352,636
Number of terminated vested participants2022-10-08122
Fundng target for terminated vested participants2022-10-086,018,671
Active participant vested funding target2022-10-0819,849,490
Number of active participants2022-10-0896
Total funding liabilities for active participants2022-10-0819,849,490
Total participant count2022-10-08337
Total funding target for all participants2022-10-0840,220,797
Balance at beginning of prior year after applicable adjustments2022-10-082,137,748
Prefunding balance at beginning of prior year after applicable adjustments2022-10-0815,216,198
Carryover balanced portion elected for use to offset prior years funding requirement2022-10-080
Prefunding balanced used to offset prior years funding requirement2022-10-080
Amount remaining of carryover balance2022-10-082,137,748
Amount remaining of prefunding balance2022-10-0815,216,198
Present value of excess contributions2022-10-080
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-10-080
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-10-080
Reductions in caryover balances due to elections or deemed elections2022-10-080
Reductions in prefunding balances due to elections or deemed elections2022-10-080
Balance of carryovers at beginning of current year2022-10-082,616,176
Balance of prefunding at beginning of current year2022-10-0818,621,583
Contributions allocated toward unpaid minimum require contributions from prior years2022-10-080
Contributions made to avoid restrictions adjusted to valuation date2022-10-080
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-10-080
Unpaid minimum required contributions for all prior years2022-10-080
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-10-080
Remaining amount of unpaid minimum required contributions2022-10-080
Minimum required contributions for current year target normal cost2022-10-081,283,148
Net shortfall amortization installment of oustanding balance2022-10-080
Waiver amortization installment2022-10-080
Total funding amount beforereflecting carryover/prefunding balances2022-10-080
Carryover balance elected to use to offset funding requirement2022-10-080
Prefunding balance elected to use to offset funding requirement2022-10-080
Additional cash requirement2022-10-080
Contributions allocatedtoward minimum required contributions for current year2022-10-080
Unpaid minimum required contributions for current year2022-10-080
Unpaid minimum required contributions for all years2022-10-080
2021: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-09338
Total number of active participants reported on line 7a of the Form 55002021-10-0980
Number of retired or separated participants receiving benefits2021-10-09111
Number of other retired or separated participants entitled to future benefits2021-10-09132
Total of all active and inactive participants2021-10-09323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-0912
Total participants2021-10-09335
Number of participants with account balances2021-10-090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-090
Market value of plan assets2021-10-0857,882,339
Acturial value of plan assets2021-10-0857,882,339
Funding target for retired participants and beneficiaries receiving payment2021-10-0812,785,609
Number of terminated vested participants2021-10-08117
Fundng target for terminated vested participants2021-10-086,301,966
Active participant vested funding target2021-10-0820,277,249
Number of active participants2021-10-08109
Total funding liabilities for active participants2021-10-0820,279,818
Total participant count2021-10-08342
Total funding target for all participants2021-10-0839,367,393
Balance at beginning of prior year after applicable adjustments2021-10-082,072,666
Prefunding balance at beginning of prior year after applicable adjustments2021-10-08667,496
Carryover balanced portion elected for use to offset prior years funding requirement2021-10-080
Prefunding balanced used to offset prior years funding requirement2021-10-080
Amount remaining of carryover balance2021-10-082,072,666
Amount remaining of prefunding balance2021-10-08667,496
Present value of excess contributions2021-10-0819,232,066
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-10-0820,312,908
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-10-0814,527,743
Reductions in caryover balances due to elections or deemed elections2021-10-080
Reductions in prefunding balances due to elections or deemed elections2021-10-080
Balance of carryovers at beginning of current year2021-10-082,137,748
Balance of prefunding at beginning of current year2021-10-0815,216,198
Total employer contributions2021-10-080
Total employee contributions2021-10-080
Contributions allocated toward unpaid minimum require contributions from prior years2021-10-080
Contributions made to avoid restrictions adjusted to valuation date2021-10-080
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-10-080
Liquidity shortfalls end of Q12021-10-080
Liquidity shortfalls end of Q22021-10-080
Liquidity shortfalls end of Q32021-10-080
Liquidity shortfalls end of Q42021-10-080
Unpaid minimum required contributions for all prior years2021-10-080
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-10-080
Remaining amount of unpaid minimum required contributions2021-10-080
Minimum required contributions for current year target normal cost2021-10-081,161,000
Net shortfall amortization installment of oustanding balance2021-10-080
Waiver amortization installment2021-10-080
Waived amount of outstanding balance2021-10-080
Total funding amount beforereflecting carryover/prefunding balances2021-10-080
Carryover balance elected to use to offset funding requirement2021-10-080
Prefunding balance elected to use to offset funding requirement2021-10-080
Additional cash requirement2021-10-080
Contributions allocatedtoward minimum required contributions for current year2021-10-080
Unpaid minimum required contributions for current year2021-10-080
Unpaid minimum required contributions for all years2021-10-080
2020: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-09342
Total number of active participants reported on line 7a of the Form 55002020-10-0996
Number of retired or separated participants receiving benefits2020-10-09108
Number of other retired or separated participants entitled to future benefits2020-10-09122
Total of all active and inactive participants2020-10-09326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-0911
Total participants2020-10-09337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-090
Market value of plan assets2020-10-0835,538,704
Acturial value of plan assets2020-10-0835,538,704
Funding target for retired participants and beneficiaries receiving payment2020-10-0811,539,100
Number of terminated vested participants2020-10-08116
Fundng target for terminated vested participants2020-10-085,873,675
Active participant vested funding target2020-10-0818,939,970
Number of active participants2020-10-08122
Total funding liabilities for active participants2020-10-0818,991,158
Total participant count2020-10-08344
Total funding target for all participants2020-10-0836,403,933
Balance at beginning of prior year after applicable adjustments2020-10-082,003,931
Prefunding balance at beginning of prior year after applicable adjustments2020-10-08645,360
Carryover balanced portion elected for use to offset prior years funding requirement2020-10-080
Prefunding balanced used to offset prior years funding requirement2020-10-080
Amount remaining of carryover balance2020-10-082,003,931
Amount remaining of prefunding balance2020-10-08645,360
Present value of excess contributions2020-10-08481,571
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-10-08509,454
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-10-080
Reductions in caryover balances due to elections or deemed elections2020-10-080
Reductions in prefunding balances due to elections or deemed elections2020-10-080
Balance of carryovers at beginning of current year2020-10-082,072,666
Balance of prefunding at beginning of current year2020-10-08667,496
Total employer contributions2020-10-0822,500,000
Total employee contributions2020-10-080
Contributions allocated toward unpaid minimum require contributions from prior years2020-10-080
Contributions made to avoid restrictions adjusted to valuation date2020-10-080
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-10-0821,163,185
Liquidity shortfalls end of Q12020-10-080
Liquidity shortfalls end of Q22020-10-080
Liquidity shortfalls end of Q32020-10-080
Liquidity shortfalls end of Q42020-10-080
Unpaid minimum required contributions for all prior years2020-10-080
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-10-080
Remaining amount of unpaid minimum required contributions2020-10-080
Minimum required contributions for current year target normal cost2020-10-081,137,567
Net shortfall amortization installment of oustanding balance2020-10-083,605,391
Waiver amortization installment2020-10-080
Total funding amount beforereflecting carryover/prefunding balances2020-10-081,931,119
Carryover balance elected to use to offset funding requirement2020-10-080
Prefunding balance elected to use to offset funding requirement2020-10-080
Additional cash requirement2020-10-081,931,119
Contributions allocatedtoward minimum required contributions for current year2020-10-0821,163,185
Unpaid minimum required contributions for current year2020-10-080
Unpaid minimum required contributions for all years2020-10-080
2019: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-09344
Total number of active participants reported on line 7a of the Form 55002019-10-09109
Number of retired or separated participants receiving benefits2019-10-09107
Number of other retired or separated participants entitled to future benefits2019-10-09115
Total of all active and inactive participants2019-10-09331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-0911
Total participants2019-10-09342
Number of participants with account balances2019-10-090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-090
Market value of plan assets2019-10-0832,948,609
Acturial value of plan assets2019-10-0832,948,609
Funding target for retired participants and beneficiaries receiving payment2019-10-0810,651,479
Number of terminated vested participants2019-10-08107
Fundng target for terminated vested participants2019-10-084,835,999
Active participant vested funding target2019-10-0817,592,996
Number of active participants2019-10-08139
Total funding liabilities for active participants2019-10-0817,765,023
Total participant count2019-10-08349
Total funding target for all participants2019-10-0833,252,501
Balance at beginning of prior year after applicable adjustments2019-10-081,892,822
Prefunding balance at beginning of prior year after applicable adjustments2019-10-08609,578
Carryover balanced portion elected for use to offset prior years funding requirement2019-10-080
Prefunding balanced used to offset prior years funding requirement2019-10-080
Amount remaining of carryover balance2019-10-081,892,822
Amount remaining of prefunding balance2019-10-08609,578
Present value of excess contributions2019-10-08779,768
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-10-08828,632
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-10-080
Reductions in caryover balances due to elections or deemed elections2019-10-080
Reductions in prefunding balances due to elections or deemed elections2019-10-080
Balance of carryovers at beginning of current year2019-10-082,003,931
Balance of prefunding at beginning of current year2019-10-08645,360
Total employer contributions2019-10-082,500,000
Total employee contributions2019-10-080
Contributions allocated toward unpaid minimum require contributions from prior years2019-10-080
Contributions made to avoid restrictions adjusted to valuation date2019-10-080
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-10-082,454,639
Liquidity shortfalls end of Q12019-10-080
Liquidity shortfalls end of Q22019-10-080
Liquidity shortfalls end of Q32019-10-080
Liquidity shortfalls end of Q42019-10-080
Unpaid minimum required contributions for all prior years2019-10-080
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-10-080
Remaining amount of unpaid minimum required contributions2019-10-080
Minimum required contributions for current year target normal cost2019-10-081,366,774
Net shortfall amortization installment of oustanding balance2019-10-082,953,183
Waiver amortization installment2019-10-080
Total funding amount beforereflecting carryover/prefunding balances2019-10-081,973,068
Carryover balance elected to use to offset funding requirement2019-10-080
Prefunding balance elected to use to offset funding requirement2019-10-080
Additional cash requirement2019-10-081,973,068
Contributions allocatedtoward minimum required contributions for current year2019-10-082,454,639
Unpaid minimum required contributions for current year2019-10-080
Unpaid minimum required contributions for all years2019-10-080
2018: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-09349
Total number of active participants reported on line 7a of the Form 55002018-10-09122
Number of retired or separated participants receiving benefits2018-10-0999
Number of other retired or separated participants entitled to future benefits2018-10-09115
Total of all active and inactive participants2018-10-09336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-098
Total participants2018-10-09344
Number of participants with account balances2018-10-090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-090
Market value of plan assets2018-10-0829,427,341
Acturial value of plan assets2018-10-0829,427,341
Funding target for retired participants and beneficiaries receiving payment2018-10-087,424,182
Number of terminated vested participants2018-10-08100
Fundng target for terminated vested participants2018-10-083,492,778
Active participant vested funding target2018-10-0818,032,544
Number of active participants2018-10-08163
Total funding liabilities for active participants2018-10-0818,310,368
Total participant count2018-10-08357
Total funding target for all participants2018-10-0829,227,328
Balance at beginning of prior year after applicable adjustments2018-10-082,003,404
Prefunding balance at beginning of prior year after applicable adjustments2018-10-08548,379
Carryover balanced portion elected for use to offset prior years funding requirement2018-10-08300,613
Amount remaining of carryover balance2018-10-081,702,791
Amount remaining of prefunding balance2018-10-08548,379
Present value of excess contributions2018-10-0818,010
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-10-0820,020
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-10-080
Reductions in caryover balances due to elections or deemed elections2018-10-080
Reductions in prefunding balances due to elections or deemed elections2018-10-080
Balance of carryovers at beginning of current year2018-10-081,892,822
Balance of prefunding at beginning of current year2018-10-08609,578
Total employer contributions2018-10-082,620,000
Total employee contributions2018-10-080
Contributions allocated toward unpaid minimum require contributions from prior years2018-10-080
Contributions made to avoid restrictions adjusted to valuation date2018-10-080
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-10-082,556,854
Liquidity shortfalls end of Q12018-10-080
Liquidity shortfalls end of Q22018-10-080
Liquidity shortfalls end of Q32018-10-080
Liquidity shortfalls end of Q42018-10-080
Unpaid minimum required contributions for all prior years2018-10-080
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-10-080
Remaining amount of unpaid minimum required contributions2018-10-080
Minimum required contributions for current year target normal cost2018-10-081,266,136
Net shortfall amortization installment of oustanding balance2018-10-082,745,569
Waiver amortization installment2018-10-080
Total funding amount beforereflecting carryover/prefunding balances2018-10-081,777,086
Carryover balance elected to use to offset funding requirement2018-10-080
Prefunding balance elected to use to offset funding requirement2018-10-080
Additional cash requirement2018-10-081,777,086
Contributions allocatedtoward minimum required contributions for current year2018-10-082,556,854
Unpaid minimum required contributions for current year2018-10-080
Unpaid minimum required contributions for all years2018-10-080
2017: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-09357
Total number of active participants reported on line 7a of the Form 55002017-10-09139
Number of retired or separated participants receiving benefits2017-10-0996
Number of other retired or separated participants entitled to future benefits2017-10-09106
Total of all active and inactive participants2017-10-09341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-098
Total participants2017-10-09349
Number of participants with account balances2017-10-090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-090
Market value of plan assets2017-10-0825,704,470
Acturial value of plan assets2017-10-0825,704,470
Funding target for retired participants and beneficiaries receiving payment2017-10-087,022,035
Number of terminated vested participants2017-10-0895
Fundng target for terminated vested participants2017-10-082,733,515
Active participant vested funding target2017-10-0816,223,509
Number of active participants2017-10-08186
Total funding liabilities for active participants2017-10-0816,489,613
Total participant count2017-10-08373
Total funding target for all participants2017-10-0826,245,163
Balance at beginning of prior year after applicable adjustments2017-10-081,911,280
Prefunding balance at beginning of prior year after applicable adjustments2017-10-08523,163
Carryover balanced portion elected for use to offset prior years funding requirement2017-10-080
Prefunding balanced used to offset prior years funding requirement2017-10-080
Amount remaining of carryover balance2017-10-081,911,280
Amount remaining of prefunding balance2017-10-08523,163
Present value of excess contributions2017-10-080
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-10-080
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-10-080
Reductions in caryover balances due to elections or deemed elections2017-10-080
Reductions in prefunding balances due to elections or deemed elections2017-10-080
Balance of carryovers at beginning of current year2017-10-082,003,404
Balance of prefunding at beginning of current year2017-10-08548,379
Total employer contributions2017-10-081,580,000
Total employee contributions2017-10-080
Contributions allocated toward unpaid minimum require contributions from prior years2017-10-080
Contributions made to avoid restrictions adjusted to valuation date2017-10-080
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-10-081,539,135
Liquidity shortfalls end of Q12017-10-080
Liquidity shortfalls end of Q22017-10-080
Liquidity shortfalls end of Q32017-10-080
Liquidity shortfalls end of Q42017-10-080
Unpaid minimum required contributions for all prior years2017-10-080
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-10-080
Remaining amount of unpaid minimum required contributions2017-10-080
Minimum required contributions for current year target normal cost2017-10-081,310,788
Net shortfall amortization installment of oustanding balance2017-10-083,092,476
Waiver amortization installment2017-10-080
Total funding amount beforereflecting carryover/prefunding balances2017-10-081,821,738
Carryover balance elected to use to offset funding requirement2017-10-08300,613
Additional cash requirement2017-10-081,521,125
Contributions allocatedtoward minimum required contributions for current year2017-10-081,539,135
Unpaid minimum required contributions for current year2017-10-080
Unpaid minimum required contributions for all years2017-10-080
2016: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-09373
Total number of active participants reported on line 7a of the Form 55002016-10-09163
Number of retired or separated participants receiving benefits2016-10-0989
Number of other retired or separated participants entitled to future benefits2016-10-0999
Total of all active and inactive participants2016-10-09351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-097
Total participants2016-10-09358
Number of participants with account balances2016-10-090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0912
2015: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-09386
Total number of active participants reported on line 7a of the Form 55002015-10-09186
Number of retired or separated participants receiving benefits2015-10-0987
Number of other retired or separated participants entitled to future benefits2015-10-0995
Total of all active and inactive participants2015-10-09368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-095
Total participants2015-10-09373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-091
2014: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-09406
Total number of active participants reported on line 7a of the Form 55002014-10-09206
Number of retired or separated participants receiving benefits2014-10-0983
Number of other retired or separated participants entitled to future benefits2014-10-0992
Total of all active and inactive participants2014-10-09381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-095
Total participants2014-10-09386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0916
2013: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-09383
Total number of active participants reported on line 7a of the Form 55002013-10-09235
Number of retired or separated participants receiving benefits2013-10-0981
Number of other retired or separated participants entitled to future benefits2013-10-0986
Total of all active and inactive participants2013-10-09402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-094
Total participants2013-10-09406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-098
2012: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-09382
Total number of active participants reported on line 7a of the Form 55002012-10-09218
Number of retired or separated participants receiving benefits2012-10-0975
Number of other retired or separated participants entitled to future benefits2012-10-0987
Total of all active and inactive participants2012-10-09380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-093
Total participants2012-10-09383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0912
2011: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-09373
Total number of active participants reported on line 7a of the Form 55002011-10-09222
Number of retired or separated participants receiving benefits2011-10-0976
Number of other retired or separated participants entitled to future benefits2011-10-0981
Total of all active and inactive participants2011-10-09379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-093
Total participants2011-10-09382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0913
2010: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-09363
Total number of active participants reported on line 7a of the Form 55002010-10-09220
Number of retired or separated participants receiving benefits2010-10-0971
Number of other retired or separated participants entitled to future benefits2010-10-0978
Total of all active and inactive participants2010-10-09369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-094
Total participants2010-10-09373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-0911
2009: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-09342
Total number of active participants reported on line 7a of the Form 55002009-10-09197
Number of retired or separated participants receiving benefits2009-10-0977
Number of other retired or separated participants entitled to future benefits2009-10-0967
Total of all active and inactive participants2009-10-09341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-095
Total participants2009-10-09346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0913

Financial Data on SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN

Measure Date Value
2022 : SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-08$0
Total income from all sources (including contributions)2022-10-08$-11,012,007
Total loss/gain on sale of assets2022-10-08$0
Total of all expenses incurred2022-10-08$1,552,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-08$1,446,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-08$0
Value of total assets at end of year2022-10-08$56,005,594
Value of total assets at beginning of year2022-10-08$68,570,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-08$106,421
Total interest from all sources2022-10-08$0
Total dividends received (eg from common stock, registered investment company shares)2022-10-08$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-08No
Was this plan covered by a fidelity bond2022-10-08Yes
Value of fidelity bond cover2022-10-08$8,500,000
If this is an individual account plan, was there a blackout period2022-10-08No
Were there any nonexempt tranactions with any party-in-interest2022-10-08No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-08No
Value of net income/loss2022-10-08$-12,564,453
Value of net assets at end of year (total assets less liabilities)2022-10-08$56,005,594
Value of net assets at beginning of year (total assets less liabilities)2022-10-08$68,570,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-08No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-08No
Were any leases to which the plan was party in default or uncollectible2022-10-08No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-08$68,552,093
Value of interest in pooled separate accounts at end of year2022-10-08$55,987,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-10-08$17,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-10-08$17,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-10-08$17,954
Net investment gain/loss from pooled separate accounts2022-10-08$-11,012,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-08Yes
Was there a failure to transmit to the plan any participant contributions2022-10-08No
Has the plan failed to provide any benefit when due under the plan2022-10-08No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-08$1,446,025
Contract administrator fees2022-10-08$106,421
Did the plan have assets held for investment2022-10-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-08No
Accountancy firm name2022-10-08CROWE LLP
Accountancy firm EIN2022-10-08350921680
2021 : SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-10-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-08$0
Total income from all sources (including contributions)2021-10-08$9,281,410
Total loss/gain on sale of assets2021-10-08$0
Total of all expenses incurred2021-10-08$1,349,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-08$1,348,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-08$0
Value of total assets at end of year2021-10-08$68,570,047
Value of total assets at beginning of year2021-10-08$60,638,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-08$1,413
Total interest from all sources2021-10-08$9
Total dividends received (eg from common stock, registered investment company shares)2021-10-08$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-08No
Was this plan covered by a fidelity bond2021-10-08Yes
Value of fidelity bond cover2021-10-08$8,500,000
Were there any nonexempt tranactions with any party-in-interest2021-10-08No
Administrative expenses (other) incurred2021-10-08$1,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-08No
Value of net income/loss2021-10-08$7,931,683
Value of net assets at end of year (total assets less liabilities)2021-10-08$68,570,047
Value of net assets at beginning of year (total assets less liabilities)2021-10-08$60,638,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-08No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-08No
Were any leases to which the plan was party in default or uncollectible2021-10-08No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-08$68,552,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-08$40,620,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-10-08$17,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-10-08$17,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-10-08$17,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-10-08$9
Net investment gain/loss from pooled separate accounts2021-10-08$9,281,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-08Yes
Was there a failure to transmit to the plan any participant contributions2021-10-08No
Has the plan failed to provide any benefit when due under the plan2021-10-08No
Employer contributions (assets) at beginning of year2021-10-08$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-08$1,348,314
Did the plan have assets held for investment2021-10-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-08No
Opinion of an independent qualified public accountant for this plan2021-10-08Disclaimer
Accountancy firm name2021-10-08CROWE LLP
Accountancy firm EIN2021-10-08350921680
2020 : SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-10-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-08$0
Total income from all sources (including contributions)2020-10-08$26,273,901
Total loss/gain on sale of assets2020-10-08$0
Total of all expenses incurred2020-10-08$1,174,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-08$1,173,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-08$22,500,000
Value of total assets at end of year2020-10-08$60,638,364
Value of total assets at beginning of year2020-10-08$35,538,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-08$800
Total interest from all sources2020-10-08$9
Total dividends received (eg from common stock, registered investment company shares)2020-10-08$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-08No
Was this plan covered by a fidelity bond2020-10-08Yes
Value of fidelity bond cover2020-10-08$8,500,000
Were there any nonexempt tranactions with any party-in-interest2020-10-08No
Administrative expenses (other) incurred2020-10-08$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-08No
Value of net income/loss2020-10-08$25,099,660
Value of net assets at end of year (total assets less liabilities)2020-10-08$60,638,364
Value of net assets at beginning of year (total assets less liabilities)2020-10-08$35,538,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-08No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-08No
Were any leases to which the plan was party in default or uncollectible2020-10-08No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-08$40,620,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-10-08$35,520,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-10-08$17,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-10-08$17,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-10-08$17,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-10-08$9
Net investment gain/loss from pooled separate accounts2020-10-08$3,773,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-08Yes
Was there a failure to transmit to the plan any participant contributions2020-10-08No
Has the plan failed to provide any benefit when due under the plan2020-10-08No
Contributions received in cash from employer2020-10-08$22,500,000
Employer contributions (assets) at end of year2020-10-08$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-08$1,173,441
Did the plan have assets held for investment2020-10-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-08No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-08Yes
Opinion of an independent qualified public accountant for this plan2020-10-08Disclaimer
Accountancy firm name2020-10-08CROWE LLP
Accountancy firm EIN2020-10-08350921680
2019 : SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-10-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-08$0
Total income from all sources (including contributions)2019-10-08$3,670,503
Total loss/gain on sale of assets2019-10-08$0
Total of all expenses incurred2019-10-08$1,080,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-08$1,079,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-08$2,500,000
Value of total assets at end of year2019-10-08$35,538,704
Value of total assets at beginning of year2019-10-08$32,948,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-08$776
Total interest from all sources2019-10-08$0
Total dividends received (eg from common stock, registered investment company shares)2019-10-08$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-08No
Was this plan covered by a fidelity bond2019-10-08Yes
Value of fidelity bond cover2019-10-08$8,500,000
Were there any nonexempt tranactions with any party-in-interest2019-10-08No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-08No
Value of net income/loss2019-10-08$2,590,095
Value of net assets at end of year (total assets less liabilities)2019-10-08$35,538,704
Value of net assets at beginning of year (total assets less liabilities)2019-10-08$32,948,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-08No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-08No
Were any leases to which the plan was party in default or uncollectible2019-10-08No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-08$35,520,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-08$32,930,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-10-08$17,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-10-08$17,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-10-08$17,927
Net investment gain/loss from pooled separate accounts2019-10-08$1,170,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-08Yes
Was there a failure to transmit to the plan any participant contributions2019-10-08No
Has the plan failed to provide any benefit when due under the plan2019-10-08No
Contributions received in cash from employer2019-10-08$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-08$1,079,632
Contract administrator fees2019-10-08$776
Did the plan have assets held for investment2019-10-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-08No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-08Yes
Opinion of an independent qualified public accountant for this plan2019-10-08Disclaimer
Accountancy firm name2019-10-08CROWE LLP
Accountancy firm EIN2019-10-08350921680
2018 : SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-08$0
Total income from all sources (including contributions)2018-10-08$4,409,048
Total loss/gain on sale of assets2018-10-08$0
Total of all expenses incurred2018-10-08$887,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-08$887,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-08$2,620,000
Value of total assets at end of year2018-10-08$32,948,609
Value of total assets at beginning of year2018-10-08$29,427,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-08$0
Total interest from all sources2018-10-08$0
Total dividends received (eg from common stock, registered investment company shares)2018-10-08$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-08No
Was this plan covered by a fidelity bond2018-10-08Yes
Value of fidelity bond cover2018-10-08$8,500,000
Were there any nonexempt tranactions with any party-in-interest2018-10-08No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-08No
Value of net income/loss2018-10-08$3,521,268
Value of net assets at end of year (total assets less liabilities)2018-10-08$32,948,609
Value of net assets at beginning of year (total assets less liabilities)2018-10-08$29,427,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-08No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-08No
Were any leases to which the plan was party in default or uncollectible2018-10-08No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-08$32,930,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-08$29,409,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-10-08$17,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-10-08$17,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-10-08$17,918
Net investment gain/loss from pooled separate accounts2018-10-08$1,789,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-08No
Was there a failure to transmit to the plan any participant contributions2018-10-08No
Has the plan failed to provide any benefit when due under the plan2018-10-08No
Contributions received in cash from employer2018-10-08$2,620,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-08$887,780
Did the plan have assets held for investment2018-10-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-08No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-08Yes
Opinion of an independent qualified public accountant for this plan2018-10-08Disclaimer
Accountancy firm name2018-10-08CROWE LLP
Accountancy firm EIN2018-10-08350921680
2017 : SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-08$0
Total income from all sources (including contributions)2017-10-08$4,528,169
Total loss/gain on sale of assets2017-10-08$0
Total of all expenses incurred2017-10-08$780,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-08$780,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-08$1,605,000
Value of total assets at end of year2017-10-08$29,427,341
Value of total assets at beginning of year2017-10-08$25,680,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-08$0
Total interest from all sources2017-10-08$9
Total dividends received (eg from common stock, registered investment company shares)2017-10-08$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-08No
Was this plan covered by a fidelity bond2017-10-08Yes
Value of fidelity bond cover2017-10-08$8,500,000
Were there any nonexempt tranactions with any party-in-interest2017-10-08No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-08No
Value of net income/loss2017-10-08$3,747,205
Value of net assets at end of year (total assets less liabilities)2017-10-08$29,427,341
Value of net assets at beginning of year (total assets less liabilities)2017-10-08$25,680,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-08No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-08No
Were any leases to which the plan was party in default or uncollectible2017-10-08No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-08$29,409,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-08$25,662,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-10-08$17,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-10-08$17,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-10-08$17,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-10-08$9
Net investment gain/loss from pooled separate accounts2017-10-08$2,923,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-08No
Was there a failure to transmit to the plan any participant contributions2017-10-08No
Has the plan failed to provide any benefit when due under the plan2017-10-08No
Contributions received in cash from employer2017-10-08$1,605,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-08$780,964
Did the plan have assets held for investment2017-10-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-08No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-08Yes
Opinion of an independent qualified public accountant for this plan2017-10-08Disclaimer
Accountancy firm name2017-10-08CROWE HORWATH LLP
Accountancy firm EIN2017-10-08350921680
2016 : SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-08$0
Total income from all sources (including contributions)2016-10-08$2,404,367
Total loss/gain on sale of assets2016-10-08$0
Total of all expenses incurred2016-10-08$738,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-08$738,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-08$1,223,642
Value of total assets at end of year2016-10-08$25,680,136
Value of total assets at beginning of year2016-10-08$24,014,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-08$0
Total interest from all sources2016-10-08$9
Total dividends received (eg from common stock, registered investment company shares)2016-10-08$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-08No
Was this plan covered by a fidelity bond2016-10-08Yes
Value of fidelity bond cover2016-10-08$8,500,000
Were there any nonexempt tranactions with any party-in-interest2016-10-08No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-08No
Value of net income/loss2016-10-08$1,665,542
Value of net assets at end of year (total assets less liabilities)2016-10-08$25,680,136
Value of net assets at beginning of year (total assets less liabilities)2016-10-08$24,014,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-08No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-08No
Were any leases to which the plan was party in default or uncollectible2016-10-08No
Value of interest in pooled separate accounts at end of year2016-10-08$25,662,227
Value of interest in pooled separate accounts at beginning of year2016-10-08$23,996,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-10-08$17,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-10-08$17,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-10-08$17,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-08$9
Net investment gain/loss from pooled separate accounts2016-10-08$1,180,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-08Yes
Was there a failure to transmit to the plan any participant contributions2016-10-08No
Has the plan failed to provide any benefit when due under the plan2016-10-08No
Contributions received in cash from employer2016-10-08$1,223,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-08$738,825
Did the plan have assets held for investment2016-10-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-08No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-08Yes
Opinion of an independent qualified public accountant for this plan2016-10-08Disclaimer
Accountancy firm name2016-10-08CROWE HORWATH LLP
Accountancy firm EIN2016-10-08350921680
2015 : SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-08$0
Total income from all sources (including contributions)2015-10-08$1,026,245
Total loss/gain on sale of assets2015-10-08$0
Total of all expenses incurred2015-10-08$720,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-08$720,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-08$500,000
Value of total assets at end of year2015-10-08$24,014,594
Value of total assets at beginning of year2015-10-08$23,708,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-08$0
Total interest from all sources2015-10-08$9
Total dividends received (eg from common stock, registered investment company shares)2015-10-08$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-08No
Was this plan covered by a fidelity bond2015-10-08Yes
Value of fidelity bond cover2015-10-08$10,000,000
Were there any nonexempt tranactions with any party-in-interest2015-10-08No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-08No
Value of net income/loss2015-10-08$306,005
Value of net assets at end of year (total assets less liabilities)2015-10-08$24,014,594
Value of net assets at beginning of year (total assets less liabilities)2015-10-08$23,708,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-08No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-08No
Were any leases to which the plan was party in default or uncollectible2015-10-08No
Value of interest in pooled separate accounts at end of year2015-10-08$23,996,694
Value of interest in pooled separate accounts at beginning of year2015-10-08$23,690,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-10-08$17,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-10-08$17,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-10-08$17,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-10-08$9
Net investment gain/loss from pooled separate accounts2015-10-08$526,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-08Yes
Was there a failure to transmit to the plan any participant contributions2015-10-08No
Has the plan failed to provide any benefit when due under the plan2015-10-08No
Contributions received in cash from employer2015-10-08$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-08$720,240
Did the plan have assets held for investment2015-10-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-08No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-08Yes
Opinion of an independent qualified public accountant for this plan2015-10-08Disclaimer
Accountancy firm name2015-10-08CROWE HORWATH
Accountancy firm EIN2015-10-08350921680
2014 : SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-08$0
Total income from all sources (including contributions)2014-10-08$2,610,896
Total loss/gain on sale of assets2014-10-08$0
Total of all expenses incurred2014-10-08$648,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-08$648,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-08$485,000
Value of total assets at end of year2014-10-08$23,708,588
Value of total assets at beginning of year2014-10-08$21,746,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-08$0
Total interest from all sources2014-10-08$8
Total dividends received (eg from common stock, registered investment company shares)2014-10-08$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-08No
Was this plan covered by a fidelity bond2014-10-08Yes
Value of fidelity bond cover2014-10-08$8,500,000
Were there any nonexempt tranactions with any party-in-interest2014-10-08No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-08No
Value of net income/loss2014-10-08$1,962,427
Value of net assets at end of year (total assets less liabilities)2014-10-08$23,708,588
Value of net assets at beginning of year (total assets less liabilities)2014-10-08$21,746,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-08No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-08No
Were any leases to which the plan was party in default or uncollectible2014-10-08No
Value of interest in pooled separate accounts at end of year2014-10-08$23,690,698
Value of interest in pooled separate accounts at beginning of year2014-10-08$21,728,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-10-08$17,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-10-08$17,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-10-08$17,882
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-08$8
Net investment gain/loss from pooled separate accounts2014-10-08$2,125,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-08No
Was there a failure to transmit to the plan any participant contributions2014-10-08No
Has the plan failed to provide any benefit when due under the plan2014-10-08No
Contributions received in cash from employer2014-10-08$485,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-08$648,469
Did the plan have assets held for investment2014-10-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-08No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-08Yes
Opinion of an independent qualified public accountant for this plan2014-10-08Disclaimer
Accountancy firm name2014-10-08KPMG
Accountancy firm EIN2014-10-08135565207
2013 : SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-10-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-08$0
Total income from all sources (including contributions)2013-10-08$3,164,392
Total loss/gain on sale of assets2013-10-08$0
Total of all expenses incurred2013-10-08$636,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-08$636,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-08$1,754,547
Value of total assets at end of year2013-10-08$21,746,161
Value of total assets at beginning of year2013-10-08$19,218,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-08$0
Total interest from all sources2013-10-08$9
Total dividends received (eg from common stock, registered investment company shares)2013-10-08$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-08No
Was this plan covered by a fidelity bond2013-10-08Yes
Value of fidelity bond cover2013-10-08$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-10-08No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-08No
Value of net income/loss2013-10-08$2,527,493
Value of net assets at end of year (total assets less liabilities)2013-10-08$21,746,161
Value of net assets at beginning of year (total assets less liabilities)2013-10-08$19,218,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-08No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-08No
Were any leases to which the plan was party in default or uncollectible2013-10-08No
Value of interest in pooled separate accounts at end of year2013-10-08$21,728,279
Value of interest in pooled separate accounts at beginning of year2013-10-08$19,200,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-10-08$17,882
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-10-08$18,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-10-08$18,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-10-08$9
Net investment gain/loss from pooled separate accounts2013-10-08$1,409,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-08Yes
Was there a failure to transmit to the plan any participant contributions2013-10-08No
Has the plan failed to provide any benefit when due under the plan2013-10-08No
Contributions received in cash from employer2013-10-08$1,754,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-08$636,899
Did the plan have assets held for investment2013-10-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-08No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-08Yes
Opinion of an independent qualified public accountant for this plan2013-10-08Disclaimer
Accountancy firm name2013-10-08KPMG
Accountancy firm EIN2013-10-08135565207
2012 : SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-10-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-08$0
Total income from all sources (including contributions)2012-10-08$3,730,406
Total loss/gain on sale of assets2012-10-08$0
Total of all expenses incurred2012-10-08$690,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-08$690,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-08$1,631,920
Value of total assets at end of year2012-10-08$19,218,668
Value of total assets at beginning of year2012-10-08$16,178,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-08$0
Total interest from all sources2012-10-08$26
Total dividends received (eg from common stock, registered investment company shares)2012-10-08$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-08No
Was this plan covered by a fidelity bond2012-10-08Yes
Value of fidelity bond cover2012-10-08$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-10-08No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-08No
Value of net income/loss2012-10-08$3,040,186
Value of net assets at end of year (total assets less liabilities)2012-10-08$19,218,668
Value of net assets at beginning of year (total assets less liabilities)2012-10-08$16,178,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-08No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-08No
Were any leases to which the plan was party in default or uncollectible2012-10-08No
Value of interest in pooled separate accounts at end of year2012-10-08$19,200,187
Value of interest in pooled separate accounts at beginning of year2012-10-08$16,160,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-10-08$18,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-10-08$18,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-10-08$18,455
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-10-08$26
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-10-08$0
Net investment gain/loss from pooled separate accounts2012-10-08$2,098,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-08No
Was there a failure to transmit to the plan any participant contributions2012-10-08No
Has the plan failed to provide any benefit when due under the plan2012-10-08No
Contributions received in cash from employer2012-10-08$1,631,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-08$690,220
Did the plan have assets held for investment2012-10-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-08No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-08Yes
Opinion of an independent qualified public accountant for this plan2012-10-08Disclaimer
Accountancy firm name2012-10-08GRANT THORNTON
Accountancy firm EIN2012-10-08366055558
2011 : SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-10-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-08$0
Total income from all sources (including contributions)2011-10-08$1,005,343
Total loss/gain on sale of assets2011-10-08$0
Total of all expenses incurred2011-10-08$697,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-08$689,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-08$876,485
Value of total assets at end of year2011-10-08$16,178,482
Value of total assets at beginning of year2011-10-08$15,870,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-08$7,957
Total interest from all sources2011-10-08$33
Total dividends received (eg from common stock, registered investment company shares)2011-10-08$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-08No
Was this plan covered by a fidelity bond2011-10-08Yes
Value of fidelity bond cover2011-10-08$8,500,000
Were there any nonexempt tranactions with any party-in-interest2011-10-08No
Income. Received or receivable in cash from other sources (including rollovers)2011-10-08$27,459
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-10-08$17,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-08No
Value of net income/loss2011-10-08$308,016
Value of net assets at end of year (total assets less liabilities)2011-10-08$16,178,482
Value of net assets at beginning of year (total assets less liabilities)2011-10-08$15,870,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-08No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-08No
Were any leases to which the plan was party in default or uncollectible2011-10-08No
Value of interest in pooled separate accounts at end of year2011-10-08$16,160,027
Value of interest in pooled separate accounts at beginning of year2011-10-08$15,859,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-08$18,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-08$10,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-08$10,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-10-08$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-10-08$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-10-08$0
Net investment gain/loss from pooled separate accounts2011-10-08$128,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-08Yes
Was there a failure to transmit to the plan any participant contributions2011-10-08No
Has the plan failed to provide any benefit when due under the plan2011-10-08No
Contributions received in cash from employer2011-10-08$849,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-08$672,139
Contract administrator fees2011-10-08$7,957
Did the plan have assets held for investment2011-10-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-08No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-08Yes
Opinion of an independent qualified public accountant for this plan2011-10-08Disclaimer
Accountancy firm name2011-10-08GRANT THORNTON
Accountancy firm EIN2011-10-08366055558

Form 5500 Responses for SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN

2021: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2021 form 5500 responses
2021-10-09Type of plan entitySingle employer plan
2021-10-09This submission is the final filingNo
2021-10-09This return/report is a short plan year return/report (less than 12 months)No
2021-10-09Plan is a collectively bargained planNo
2021-10-09Plan funding arrangement – InsuranceYes
2021-10-09Plan benefit arrangement – InsuranceYes
2020: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2020 form 5500 responses
2020-10-09Type of plan entitySingle employer plan
2020-10-09Submission has been amendedNo
2020-10-09This submission is the final filingNo
2020-10-09This return/report is a short plan year return/report (less than 12 months)No
2020-10-09Plan is a collectively bargained planNo
2020-10-09Plan funding arrangement – InsuranceYes
2020-10-09Plan funding arrangement – TrustYes
2020-10-09Plan benefit arrangement – InsuranceYes
2020-10-09Plan benefit arrangement - TrustYes
2019: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2019 form 5500 responses
2019-10-09Type of plan entitySingle employer plan
2019-10-09Submission has been amendedNo
2019-10-09This submission is the final filingNo
2019-10-09This return/report is a short plan year return/report (less than 12 months)No
2019-10-09Plan is a collectively bargained planNo
2019-10-09Plan funding arrangement – InsuranceYes
2019-10-09Plan funding arrangement – TrustYes
2019-10-09Plan benefit arrangement – InsuranceYes
2019-10-09Plan benefit arrangement - TrustYes
2018: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2018 form 5500 responses
2018-10-09Type of plan entitySingle employer plan
2018-10-09Submission has been amendedNo
2018-10-09This submission is the final filingNo
2018-10-09This return/report is a short plan year return/report (less than 12 months)No
2018-10-09Plan is a collectively bargained planNo
2018-10-09Plan funding arrangement – InsuranceYes
2018-10-09Plan funding arrangement – TrustYes
2018-10-09Plan benefit arrangement – InsuranceYes
2018-10-09Plan benefit arrangement - TrustYes
2017: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-10-09Type of plan entitySingle employer plan
2017-10-09Submission has been amendedNo
2017-10-09This submission is the final filingNo
2017-10-09This return/report is a short plan year return/report (less than 12 months)No
2017-10-09Plan is a collectively bargained planNo
2017-10-09Plan funding arrangement – InsuranceYes
2017-10-09Plan funding arrangement – TrustYes
2017-10-09Plan benefit arrangement – InsuranceYes
2017-10-09Plan benefit arrangement - TrustYes
2016: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-10-09Type of plan entitySingle employer plan
2016-10-09Submission has been amendedNo
2016-10-09This submission is the final filingNo
2016-10-09This return/report is a short plan year return/report (less than 12 months)No
2016-10-09Plan is a collectively bargained planNo
2016-10-09Plan funding arrangement – InsuranceYes
2016-10-09Plan funding arrangement – TrustYes
2016-10-09Plan benefit arrangement – InsuranceYes
2016-10-09Plan benefit arrangement - TrustYes
2015: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-10-09Type of plan entitySingle employer plan
2015-10-09Submission has been amendedNo
2015-10-09This submission is the final filingNo
2015-10-09This return/report is a short plan year return/report (less than 12 months)No
2015-10-09Plan is a collectively bargained planNo
2015-10-09Plan funding arrangement – InsuranceYes
2015-10-09Plan funding arrangement – TrustYes
2015-10-09Plan benefit arrangement – InsuranceYes
2015-10-09Plan benefit arrangement - TrustYes
2014: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-10-09Type of plan entitySingle employer plan
2014-10-09Submission has been amendedNo
2014-10-09This submission is the final filingNo
2014-10-09This return/report is a short plan year return/report (less than 12 months)No
2014-10-09Plan is a collectively bargained planNo
2014-10-09Plan funding arrangement – InsuranceYes
2014-10-09Plan funding arrangement – TrustYes
2014-10-09Plan benefit arrangement – InsuranceYes
2014-10-09Plan benefit arrangement - TrustYes
2013: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-10-09Type of plan entitySingle employer plan
2013-10-09Submission has been amendedNo
2013-10-09This submission is the final filingNo
2013-10-09This return/report is a short plan year return/report (less than 12 months)No
2013-10-09Plan is a collectively bargained planNo
2013-10-09Plan funding arrangement – InsuranceYes
2013-10-09Plan funding arrangement – TrustYes
2013-10-09Plan benefit arrangement – InsuranceYes
2013-10-09Plan benefit arrangement - TrustYes
2012: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-10-09Type of plan entitySingle employer plan
2012-10-09Submission has been amendedNo
2012-10-09This submission is the final filingNo
2012-10-09This return/report is a short plan year return/report (less than 12 months)No
2012-10-09Plan is a collectively bargained planNo
2012-10-09Plan funding arrangement – InsuranceYes
2012-10-09Plan funding arrangement – TrustYes
2012-10-09Plan benefit arrangement – InsuranceYes
2012-10-09Plan benefit arrangement - TrustYes
2011: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-10-09Type of plan entitySingle employer plan
2011-10-09Submission has been amendedNo
2011-10-09This submission is the final filingNo
2011-10-09This return/report is a short plan year return/report (less than 12 months)No
2011-10-09Plan is a collectively bargained planNo
2011-10-09Plan funding arrangement – InsuranceYes
2011-10-09Plan funding arrangement – TrustYes
2011-10-09Plan benefit arrangement – InsuranceYes
2011-10-09Plan benefit arrangement - TrustYes
2010: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2010 form 5500 responses
2010-10-09Type of plan entitySingle employer plan
2010-10-09Submission has been amendedNo
2010-10-09This submission is the final filingNo
2010-10-09This return/report is a short plan year return/report (less than 12 months)No
2010-10-09Plan is a collectively bargained planNo
2010-10-09Plan funding arrangement – InsuranceYes
2010-10-09Plan funding arrangement – TrustYes
2010-10-09Plan benefit arrangement – InsuranceYes
2010-10-09Plan benefit arrangement - TrustYes
2009: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-10-09Type of plan entitySingle employer plan
2009-10-09Submission has been amendedYes
2009-10-09This submission is the final filingNo
2009-10-09This return/report is a short plan year return/report (less than 12 months)No
2009-10-09Plan is a collectively bargained planNo
2009-10-09Plan funding arrangement – InsuranceYes
2009-10-09Plan funding arrangement – TrustYes
2009-10-09Plan benefit arrangement – InsuranceYes
2009-10-09Plan benefit arrangement - TrustYes
2008: SPENCER SAVINGS BANK,SLA EMPLOYEES' PENSION PLAN 2008 form 5500 responses
2008-10-09Type of plan entitySingle employer plan
2008-10-09Submission has been amendedNo
2008-10-09This submission is the final filingNo
2008-10-09This return/report is a short plan year return/report (less than 12 months)No
2008-10-09Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number727542
Policy instance 1
Insurance contract or identification number727542
Number of Individuals Covered335
Insurance policy start date2022-02-01
Insurance policy end date2022-10-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12809
Policy instance 2
Insurance contract or identification numberSA 12809
Number of Individuals Covered0
Insurance policy start date2021-10-09
Insurance policy end date2022-03-11
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12809
Policy instance 1
Insurance contract or identification numberSA 12809
Insurance policy start date2020-10-09
Insurance policy end date2021-10-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12809
Policy instance 1
Insurance contract or identification numberSA 12809
Insurance policy start date2019-10-09
Insurance policy end date2020-10-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12809
Policy instance 1
Insurance contract or identification numberSA 12809
Insurance policy start date2018-10-09
Insurance policy end date2019-10-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12809
Policy instance 1
Insurance contract or identification numberSA 12809
Insurance policy start date2017-10-09
Insurance policy end date2018-10-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3