401k Plan data: SHAWMUT GROUP 401(K) PLAN plan

SHAWMUT GROUP 401(K) PLAN 401k Plan overview

Plan Name	SHAWMUT GROUP 401(K) PLAN
Plan identification number	001

SHAWMUT GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHAWMUT GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: SHAWMUT GROUP, INC.

Employer identification number (EIN): 813645861

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHAWMUT GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LISA PACHECO LISA PACHECO 2018-09-17
001 2016-01-01 LISA PACHECO LISA PACHECO 2017-09-28

Plan Statistics for SHAWMUT GROUP 401(K) PLAN

401k plan membership statisitcs for SHAWMUT GROUP 401(K) PLAN

Measure Date Value
2022: SHAWMUT GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,387
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 820
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 558
Total of all active and inactive participants 2022-01-01 1,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 1,381
Number of participants with account balances 2022-01-01 1,370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 110
2021: SHAWMUT GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,531
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 815
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 576
Total of all active and inactive participants 2021-01-01 1,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 1,393
Number of participants with account balances 2021-01-01 1,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 71
2020: SHAWMUT GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,526
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 838
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 516
Total of all active and inactive participants 2020-01-01 1,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 1,356
Number of participants with account balances 2020-01-01 1,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 228
2019: SHAWMUT GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,495
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,086
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 395
Total of all active and inactive participants 2019-01-01 1,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,482
Number of participants with account balances 2019-01-01 1,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 117
2018: SHAWMUT GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,325
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,047
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 419
Total of all active and inactive participants 2018-01-01 1,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 1,469
Number of participants with account balances 2018-01-01 1,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 133
2017: SHAWMUT GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,134
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 930
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 270
Total of all active and inactive participants 2017-01-01 1,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,200
Number of participants with account balances 2017-01-01 1,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 141
2016: SHAWMUT GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,051
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 941
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 199
Total of all active and inactive participants 2016-01-01 1,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,140
Number of participants with account balances 2016-01-01 1,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 84

Measure	Date	Value
2022: SHAWMUT GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,387
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	820
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	558
Total of all active and inactive participants	2022-01-01	1,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	1,381
Number of participants with account balances	2022-01-01	1,370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	110
2021: SHAWMUT GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,531
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	815
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	576
Total of all active and inactive participants	2021-01-01	1,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	1,393
Number of participants with account balances	2021-01-01	1,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	71
2020: SHAWMUT GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,526
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	838
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	516
Total of all active and inactive participants	2020-01-01	1,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	1,356
Number of participants with account balances	2020-01-01	1,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	228
2019: SHAWMUT GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,495
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,086
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	395
Total of all active and inactive participants	2019-01-01	1,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,482
Number of participants with account balances	2019-01-01	1,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	117
2018: SHAWMUT GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,325
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,047
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	419
Total of all active and inactive participants	2018-01-01	1,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	1,469
Number of participants with account balances	2018-01-01	1,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	133
2017: SHAWMUT GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,134
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	930
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	270
Total of all active and inactive participants	2017-01-01	1,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,200
Number of participants with account balances	2017-01-01	1,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	141
2016: SHAWMUT GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,051
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	941
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	199
Total of all active and inactive participants	2016-01-01	1,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,140
Number of participants with account balances	2016-01-01	1,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	84

Financial Data on SHAWMUT GROUP 401(K) PLAN

Measure	Date	Value
2022 : SHAWMUT GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$11,501
Total transfer of assets from this plan	2022-12-31	$320,397
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-17,274,955
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$17,529,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$17,265,328
Expenses. Certain deemed distributions of participant loans	2022-12-31	$6,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$14,892,000
Value of total assets at end of year	2022-12-31	$135,727,702
Value of total assets at beginning of year	2022-12-31	$170,840,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$257,157
Total interest from all sources	2022-12-31	$48,525
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,625,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,625,213
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$8,157,025
Participant contributions at end of year	2022-12-31	$1,116,168
Participant contributions at beginning of year	2022-12-31	$918,929
Participant contributions at end of year	2022-12-31	$6,327
Participant contributions at beginning of year	2022-12-31	$7,950
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,933,148
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$997
Other income not declared elsewhere	2022-12-31	$18,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-34,804,159
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$135,727,702
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$170,840,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$116,231,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$158,367,397
Value of interest in pooled separate accounts at end of year	2022-12-31	$12,572,366
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,832,768
Interest on participant loans	2022-12-31	$48,525
Value of interest in common/collective trusts at end of year	2022-12-31	$5,600,714
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,532,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-32,345,322
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,108,332
Net investment gain or loss from common/collective trusts	2022-12-31	$-405,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,801,827
Employer contributions (assets) at end of year	2022-12-31	$201,096
Employer contributions (assets) at beginning of year	2022-12-31	$181,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$17,264,331
Contract administrator fees	2022-12-31	$257,157
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CROWE LLP
Accountancy firm EIN	2022-12-31	350921680
2021 : SHAWMUT GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$8,704,259
Total transfer of assets from this plan	2021-12-31	$472,212
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$34,102,457
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$22,050,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$21,729,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$11,487,679
Value of total assets at end of year	2021-12-31	$170,840,757
Value of total assets at beginning of year	2021-12-31	$150,556,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$320,913
Total interest from all sources	2021-12-31	$50,251
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,527,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,527,580
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$7,912,183
Participant contributions at end of year	2021-12-31	$918,929
Participant contributions at beginning of year	2021-12-31	$1,083,270
Participant contributions at end of year	2021-12-31	$7,950
Participant contributions at beginning of year	2021-12-31	$7,505
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$979,090
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$462
Other income not declared elsewhere	2021-12-31	$268,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$12,051,875
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$170,840,757
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$150,556,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$158,367,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$136,387,770
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,832,768
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,111,001
Interest on participant loans	2021-12-31	$50,251
Value of interest in common/collective trusts at end of year	2021-12-31	$5,532,070
Value of interest in common/collective trusts at beginning of year	2021-12-31	$8,838,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$19,841,295
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,093,671
Net investment gain or loss from common/collective trusts	2021-12-31	$-166,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,596,406
Employer contributions (assets) at end of year	2021-12-31	$181,643
Employer contributions (assets) at beginning of year	2021-12-31	$128,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$21,729,207
Contract administrator fees	2021-12-31	$320,913
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CROWE LLP
Accountancy firm EIN	2021-12-31	350921680
2020 : SHAWMUT GROUP 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$404,449
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$36,375,179
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$17,046,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$16,753,407
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$1,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$12,295,877
Value of total assets at end of year	2020-12-31	$150,556,835
Value of total assets at beginning of year	2020-12-31	$130,823,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$291,506
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$69,259
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,521,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,521,616
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$8,246,529
Participant contributions at end of year	2020-12-31	$1,083,270
Participant contributions at beginning of year	2020-12-31	$1,351,235
Participant contributions at end of year	2020-12-31	$7,505
Participant contributions at beginning of year	2020-12-31	$11,216
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,174,781
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$-179,522
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$19,328,722
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$150,556,835
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$130,823,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$136,387,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$122,139,511
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,111,001
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,289,500
Interest on participant loans	2020-12-31	$69,259
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$8,838,944
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,779,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$21,767,442
Net investment gain/loss from pooled separate accounts	2020-12-31	$540,927
Net investment gain or loss from common/collective trusts	2020-12-31	$359,580
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,874,567
Employer contributions (assets) at end of year	2020-12-31	$128,345
Employer contributions (assets) at beginning of year	2020-12-31	$252,858
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$16,753,407
Contract administrator fees	2020-12-31	$291,506
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CROWE LLP
Accountancy firm EIN	2020-12-31	350921680
2019 : SHAWMUT GROUP 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$2,125,199
Total transfer of assets to this plan	2019-12-31	$2,125,199
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$36,539,228
Total income from all sources (including contributions)	2019-12-31	$36,539,228
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$10,613,991
Total of all expenses incurred	2019-12-31	$10,613,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$10,321,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$10,321,716
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$12,989,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$12,989,959
Value of total assets at end of year	2019-12-31	$130,823,664
Value of total assets at end of year	2019-12-31	$130,823,664
Value of total assets at beginning of year	2019-12-31	$102,773,228
Value of total assets at beginning of year	2019-12-31	$102,773,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$292,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$292,275
Total income from rents	2019-12-31	$0
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$78,744
Total interest from all sources	2019-12-31	$78,744
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,698,172
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,698,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,698,172
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,698,172
Administrative expenses professional fees incurred	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$8,630,082
Contributions received from participants	2019-12-31	$8,630,082
Participant contributions at end of year	2019-12-31	$1,351,235
Participant contributions at end of year	2019-12-31	$1,351,235
Participant contributions at beginning of year	2019-12-31	$1,189,755
Participant contributions at beginning of year	2019-12-31	$1,189,755
Participant contributions at end of year	2019-12-31	$11,216
Participant contributions at end of year	2019-12-31	$11,216
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,156,956
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,156,956
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$-690,200
Other income not declared elsewhere	2019-12-31	$-690,200
Administrative expenses (other) incurred	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$25,925,237
Value of net income/loss	2019-12-31	$25,925,237
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$130,823,664
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$130,823,664
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$102,773,228
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$102,773,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$122,139,511
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$122,139,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$96,069,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$96,069,269
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,289,500
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,289,500
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,054,593
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,054,593
Interest on participant loans	2019-12-31	$78,744
Interest on participant loans	2019-12-31	$78,744
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$3,779,344
Value of interest in common/collective trusts at end of year	2019-12-31	$3,779,344
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,223,329
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,223,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$21,643,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$21,643,130
Net investment gain/loss from pooled separate accounts	2019-12-31	$630,528
Net investment gain/loss from pooled separate accounts	2019-12-31	$630,528
Net investment gain or loss from common/collective trusts	2019-12-31	$188,895
Net investment gain or loss from common/collective trusts	2019-12-31	$188,895
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,202,921
Contributions received in cash from employer	2019-12-31	$3,202,921
Employer contributions (assets) at end of year	2019-12-31	$252,858
Employer contributions (assets) at end of year	2019-12-31	$252,858
Employer contributions (assets) at beginning of year	2019-12-31	$236,282
Employer contributions (assets) at beginning of year	2019-12-31	$236,282
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$10,321,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$10,321,716
Contract administrator fees	2019-12-31	$292,275
Contract administrator fees	2019-12-31	$292,275
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CROWE LLP
Accountancy firm name	2019-12-31	CROWE LLP
Accountancy firm EIN	2019-12-31	350921680
Accountancy firm EIN	2019-12-31	350921680
2018 : SHAWMUT GROUP 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$12,786,297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$7,291,453
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$8,551,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$8,407,542
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$13,346,237
Value of total assets at end of year	2018-12-31	$102,773,228
Value of total assets at beginning of year	2018-12-31	$91,247,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$144,068
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$50,454
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,485,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,485,205
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$7,682,326
Participant contributions at end of year	2018-12-31	$1,189,755
Participant contributions at beginning of year	2018-12-31	$877,614
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$212,229
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,676,711
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$118
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$-10,133
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,260,157
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$102,773,228
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$91,247,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$96,069,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$85,563,118
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,054,593
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,733,999
Interest on participant loans	2018-12-31	$50,454
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$3,223,329
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,377,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-7,474,720
Net investment gain/loss from pooled separate accounts	2018-12-31	$-128,349
Net investment gain or loss from common/collective trusts	2018-12-31	$22,759
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,987,200
Employer contributions (assets) at end of year	2018-12-31	$236,282
Employer contributions (assets) at beginning of year	2018-12-31	$482,250
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$8,407,424
Contract administrator fees	2018-12-31	$144,068
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CROWE LLP
Accountancy firm EIN	2018-12-31	350921680
2017 : SHAWMUT GROUP 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$238,874
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$25,726,684
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$5,508,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,481,950
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$11,485,335
Value of total assets at end of year	2017-12-31	$91,247,088
Value of total assets at beginning of year	2017-12-31	$70,789,662
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$26,182
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$45,115
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$848,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$848,192
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$6,877,172
Participant contributions at end of year	2017-12-31	$877,614
Participant contributions at beginning of year	2017-12-31	$1,087,066
Participant contributions at end of year	2017-12-31	$212,229
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,986,292
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$406
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$353
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$20,218,552
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$91,247,088
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$70,789,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$85,563,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$65,331,621
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,733,999
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,292,722
Interest on participant loans	2017-12-31	$45,115
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$2,377,878
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,894,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$13,033,663
Net investment gain/loss from pooled separate accounts	2017-12-31	$261,604
Net investment gain or loss from common/collective trusts	2017-12-31	$52,422
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,621,871
Employer contributions (assets) at end of year	2017-12-31	$482,250
Employer contributions (assets) at beginning of year	2017-12-31	$183,323
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,481,544
Contract administrator fees	2017-12-31	$26,182
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CROWE LLP
Accountancy firm EIN	2017-12-31	350921680
2016 : SHAWMUT GROUP 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$57,869
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$14,779,228
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$6,427,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$6,375,807
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$25,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$9,717,231
Value of total assets at end of year	2016-12-31	$70,789,662
Value of total assets at beginning of year	2016-12-31	$62,380,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$26,858
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$46,370
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$736,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$736,766
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$0
Contributions received from participants	2016-12-31	$6,175,206
Participant contributions at end of year	2016-12-31	$1,087,066
Participant contributions at beginning of year	2016-12-31	$988,987
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$173,167
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,166,807
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$6,226
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$429
Administrative expenses (other) incurred	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$8,351,413
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$70,789,662
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$62,380,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$65,331,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$57,638,495
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,292,722
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$948,921
Interest on participant loans	2016-12-31	$46,370
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$2,894,930
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,395,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,099,559
Net investment gain/loss from pooled separate accounts	2016-12-31	$131,546
Net investment gain or loss from common/collective trusts	2016-12-31	$47,327
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,375,218
Employer contributions (assets) at end of year	2016-12-31	$183,323
Employer contributions (assets) at beginning of year	2016-12-31	$235,569
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$6,369,581
Contract administrator fees	2016-12-31	$26,858
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2016-12-31	350921680

Form 5500 Responses for SHAWMUT GROUP 401(K) PLAN

2022: SHAWMUT GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SHAWMUT GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SHAWMUT GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHAWMUT GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SHAWMUT GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SHAWMUT GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SHAWMUT GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

806593

Policy instance

Insurance contract or identification number	806593
Number of Individuals Covered	1381
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

806593

Policy instance

Insurance contract or identification number	806593
Number of Individuals Covered	1393
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

806593

Policy instance

Insurance contract or identification number	806593
Number of Individuals Covered	1356
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

806593

Policy instance

Insurance contract or identification number	806593
Number of Individuals Covered	1482
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

806593

Policy instance

Insurance contract or identification number	806593
Number of Individuals Covered	1200
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SHAWMUT GROUP, INC.
Employer identification number (EIN):	813645861
NAIC Classification:	236110