401k Plan data: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC plan

SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 401k Plan overview

Plan Name	SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC
Plan identification number	001

SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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.

401k Sponsoring company profile

NORTHEAST RETIREMENT SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name: NORTHEAST RETIREMENT SERVICES LLC

Employer identification number (EIN): 815140646

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC

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 THOMAS FORESE, JR.
001 2017-01-01 THOMAS FORESE, JR.
001 2016-01-01 THOMAS FORESE, JR.

Plan Statistics for SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC

401k plan membership statisitcs for SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC

Measure Date Value
2022: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2022 401k membership
Total participants, beginning-of-year 2022-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 81
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 23
Total of all active and inactive participants 2022-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 106
Number of participants with account balances 2022-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2021 401k membership
Total participants, beginning-of-year 2021-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 80
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 101
Number of participants with account balances 2021-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2020 401k membership
Total participants, beginning-of-year 2020-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 79
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 99
Number of participants with account balances 2020-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2019 401k membership
Total participants, beginning-of-year 2019-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 82
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 17
Total of all active and inactive participants 2019-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 99
Number of participants with account balances 2019-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2018 401k membership
Total participants, beginning-of-year 2018-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 82
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 15
Total of all active and inactive participants 2018-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 97
Number of participants with account balances 2018-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2017 401k membership
Total participants, beginning-of-year 2017-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 75
Number of retired or separated participants receiving benefits 2017-01-01 11
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 86
Number of participants with account balances 2017-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2016 401k membership
Total participants, beginning-of-year 2016-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 82
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 7
Total of all active and inactive participants 2016-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 89
Number of participants with account balances 2016-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2022 401k membership
Total participants, beginning-of-year	2022-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	81
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	23
Total of all active and inactive participants	2022-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	106
Number of participants with account balances	2022-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2021 401k membership
Total participants, beginning-of-year	2021-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	80
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	101
Number of participants with account balances	2021-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2020 401k membership
Total participants, beginning-of-year	2020-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	79
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	99
Number of participants with account balances	2020-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2019 401k membership
Total participants, beginning-of-year	2019-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	82
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	17
Total of all active and inactive participants	2019-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	99
Number of participants with account balances	2019-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2018 401k membership
Total participants, beginning-of-year	2018-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	82
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	15
Total of all active and inactive participants	2018-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	97
Number of participants with account balances	2018-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2017 401k membership
Total participants, beginning-of-year	2017-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	75
Number of retired or separated participants receiving benefits	2017-01-01	11
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	86
Number of participants with account balances	2017-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2016 401k membership
Total participants, beginning-of-year	2016-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	82
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	7
Total of all active and inactive participants	2016-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	89
Number of participants with account balances	2016-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC

Measure	Date	Value
2022 : SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2022 401k financial data
Total income from all sources	2022-12-31	$-3,047,013
Expenses. Total of all expenses incurred	2022-12-31	$4,198,724
Benefits paid (including direct rollovers)	2022-12-31	$4,198,374
Total plan assets at end of year	2022-12-31	$17,210,283
Total plan assets at beginning of year	2022-12-31	$24,456,020
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$852,788
Expenses. Other expenses not covered elsewhere	2022-12-31	$350
Contributions received from other sources (not participants or employers)	2022-12-31	$7,734
Other income received	2022-12-31	$-4,342,530
Net income (gross income less expenses)	2022-12-31	$-7,245,737
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$17,210,283
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$24,456,020
Assets. Value of participant loans	2022-12-31	$291,198
Total contributions received or receivable from employer(s)	2022-12-31	$434,995
2021 : SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2021 401k financial data
Total income from all sources	2021-12-31	$3,942,424
Expenses. Total of all expenses incurred	2021-12-31	$548,161
Benefits paid (including direct rollovers)	2021-12-31	$547,811
Total plan assets at end of year	2021-12-31	$24,456,020
Total plan assets at beginning of year	2021-12-31	$21,061,757
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$785,730
Expenses. Other expenses not covered elsewhere	2021-12-31	$350
Other income received	2021-12-31	$2,755,019
Net income (gross income less expenses)	2021-12-31	$3,394,263
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$24,456,020
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$21,061,757
Assets. Value of participant loans	2021-12-31	$281,952
Total contributions received or receivable from employer(s)	2021-12-31	$401,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2020 401k financial data
Total income from all sources	2020-12-31	$3,722,525
Expenses. Total of all expenses incurred	2020-12-31	$690,113
Benefits paid (including direct rollovers)	2020-12-31	$689,963
Total plan assets at end of year	2020-12-31	$21,061,757
Total plan assets at beginning of year	2020-12-31	$18,029,345
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$833,483
Expenses. Other expenses not covered elsewhere	2020-12-31	$150
Contributions received from other sources (not participants or employers)	2020-12-31	$64,907
Other income received	2020-12-31	$2,423,052
Net income (gross income less expenses)	2020-12-31	$3,032,412
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$21,061,757
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$18,029,345
Assets. Value of participant loans	2020-12-31	$289,869
Total contributions received or receivable from employer(s)	2020-12-31	$401,083
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2019 401k financial data
Total income from all sources	2019-12-31	$7,928,474
Expenses. Total of all expenses incurred	2019-12-31	$1,947,427
Benefits paid (including direct rollovers)	2019-12-31	$1,946,727
Total plan assets at end of year	2019-12-31	$18,029,345
Total plan assets at beginning of year	2019-12-31	$12,048,298
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$738,864
Expenses. Other expenses not covered elsewhere	2019-12-31	$700
Contributions received from other sources (not participants or employers)	2019-12-31	$3,855,820
Other income received	2019-12-31	$2,971,190
Net income (gross income less expenses)	2019-12-31	$5,981,047
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$18,029,345
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$12,048,298
Assets. Value of participant loans	2019-12-31	$389,812
Total contributions received or receivable from employer(s)	2019-12-31	$362,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2018 401k financial data
Total income from all sources	2018-12-31	$727,701
Expenses. Total of all expenses incurred	2018-12-31	$282,713
Benefits paid (including direct rollovers)	2018-12-31	$282,313
Total plan assets at end of year	2018-12-31	$12,048,298
Total plan assets at beginning of year	2018-12-31	$11,603,310
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$712,155
Expenses. Other expenses not covered elsewhere	2018-12-31	$400
Contributions received from other sources (not participants or employers)	2018-12-31	$54,916
Other income received	2018-12-31	$-516,659
Net income (gross income less expenses)	2018-12-31	$444,988
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$12,048,298
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$11,603,310
Assets. Value of participant loans	2018-12-31	$286,385
Total contributions received or receivable from employer(s)	2018-12-31	$477,289
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2017 401k financial data
Total income from all sources	2017-12-31	$2,877,643
Expenses. Total of all expenses incurred	2017-12-31	$1,033,245
Benefits paid (including direct rollovers)	2017-12-31	$1,033,095
Total plan assets at end of year	2017-12-31	$11,603,310
Total plan assets at beginning of year	2017-12-31	$9,758,912
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$594,537
Expenses. Other expenses not covered elsewhere	2017-12-31	$150
Other income received	2017-12-31	$1,672,118
Net income (gross income less expenses)	2017-12-31	$1,844,398
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$11,603,310
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,758,912
Assets. Value of participant loans	2017-12-31	$290,393
Total contributions received or receivable from employer(s)	2017-12-31	$610,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2016 401k financial data
Total income from all sources	2016-12-31	$1,735,780
Expenses. Total of all expenses incurred	2016-12-31	$917,962
Benefits paid (including direct rollovers)	2016-12-31	$917,962
Total plan assets at end of year	2016-12-31	$9,758,912
Total plan assets at beginning of year	2016-12-31	$8,941,094
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$523,056
Contributions received from other sources (not participants or employers)	2016-12-31	$13,021
Other income received	2016-12-31	$828,998
Net income (gross income less expenses)	2016-12-31	$817,818
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,758,912
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,941,094
Assets. Value of participant loans	2016-12-31	$347,500
Total contributions received or receivable from employer(s)	2016-12-31	$370,705

Form 5500 Responses for SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC

2022: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SBERA 401(K) PLAN AS ADOPTED BY NORTHEAST RETIREMENT SERVICES LLC 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NORTHEAST RETIREMENT SERVICES LLC
Employer identification number (EIN):	815140646
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds