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SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 401k Plan overview

Plan NameSBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK
Plan identification number 002

SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

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

Company Name:EASTERN BANK
Employer identification number (EIN):043067724
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01THOMAS FORESE JR.
0022017-01-01THOMAS FORESE, JR.
0022016-01-01THOMAS FORESE, JR.
0022015-01-01THOMAS FORESE, JR.
0022014-01-01THOMAS FORESE, JR.
0022013-01-01THOMAS FORESE JR.
0022012-01-01THOMAS FORESE JR.
0022011-01-01THOMAS FORESE JR.
0022010-01-01THOMAS FORESE JR.
0022009-01-01THOMAS FORESE JR.

Plan Statistics for SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK

401k plan membership statisitcs for SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK

Measure Date Value
2023: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2023 401k membership
Total participants, beginning-of-year2023-01-012,697
Total number of active participants reported on line 7a of the Form 55002023-01-011,698
Number of retired or separated participants receiving benefits2023-01-0188
Number of other retired or separated participants entitled to future benefits2023-01-01929
Total of all active and inactive participants2023-01-012,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0116
Total participants2023-01-012,731
Number of participants with account balances2023-01-012,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2022 401k membership
Total participants, beginning-of-year2022-01-013,228
Total number of active participants reported on line 7a of the Form 55002022-01-012,040
Number of retired or separated participants receiving benefits2022-01-0170
Number of other retired or separated participants entitled to future benefits2022-01-01562
Total of all active and inactive participants2022-01-012,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0118
Total participants2022-01-012,690
Number of participants with account balances2022-01-012,662
2021: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2021 401k membership
Total participants, beginning-of-year2021-01-012,337
Total number of active participants reported on line 7a of the Form 55002021-01-012,425
Number of retired or separated participants receiving benefits2021-01-0129
Number of other retired or separated participants entitled to future benefits2021-01-01761
Total of all active and inactive participants2021-01-013,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0113
Total participants2021-01-013,228
Number of participants with account balances2021-01-012,575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2020 401k membership
Total participants, beginning-of-year2020-01-012,309
Total number of active participants reported on line 7a of the Form 55002020-01-011,806
Number of retired or separated participants receiving benefits2020-01-0166
Number of other retired or separated participants entitled to future benefits2020-01-01460
Total of all active and inactive participants2020-01-012,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-012,337
Number of participants with account balances2020-01-012,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2019 401k membership
Total participants, beginning-of-year2019-01-011,965
Total number of active participants reported on line 7a of the Form 55002019-01-011,762
Number of retired or separated participants receiving benefits2019-01-0158
Number of other retired or separated participants entitled to future benefits2019-01-01488
Total of all active and inactive participants2019-01-012,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,309
Number of participants with account balances2019-01-012,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2018 401k membership
Total participants, beginning-of-year2018-01-011,970
Total number of active participants reported on line 7a of the Form 55002018-01-011,307
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01658
Total of all active and inactive participants2018-01-011,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,965
Number of participants with account balances2018-01-011,927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2017 401k membership
Total participants, beginning-of-year2017-01-012,046
Total number of active participants reported on line 7a of the Form 55002017-01-011,306
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01664
Total of all active and inactive participants2017-01-011,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,970
Number of participants with account balances2017-01-011,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2016 401k membership
Total participants, beginning-of-year2016-01-011,984
Total number of active participants reported on line 7a of the Form 55002016-01-011,299
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01747
Total of all active and inactive participants2016-01-012,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,046
Number of participants with account balances2016-01-012,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2015 401k membership
Total participants, beginning-of-year2015-01-011,977
Total number of active participants reported on line 7a of the Form 55002015-01-011,283
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01701
Total of all active and inactive participants2015-01-011,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,984
Number of participants with account balances2015-01-011,960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2014 401k membership
Total participants, beginning-of-year2014-01-011,845
Total number of active participants reported on line 7a of the Form 55002014-01-011,296
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01681
Total of all active and inactive participants2014-01-011,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,977
Number of participants with account balances2014-01-011,960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2013 401k membership
Total participants, beginning-of-year2013-01-011,855
Total number of active participants reported on line 7a of the Form 55002013-01-011,164
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01681
Total of all active and inactive participants2013-01-011,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,845
Number of participants with account balances2013-01-011,826
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2012 401k membership
Total participants, beginning-of-year2012-01-011,836
Total number of active participants reported on line 7a of the Form 55002012-01-011,165
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01690
Total of all active and inactive participants2012-01-011,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,855
Number of participants with account balances2012-01-011,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2011 401k membership
Total participants, beginning-of-year2011-01-011,876
Total number of active participants reported on line 7a of the Form 55002011-01-011,188
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01648
Total of all active and inactive participants2011-01-011,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,836
Number of participants with account balances2011-01-011,821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2010 401k membership
Total participants, beginning-of-year2010-01-011,689
Total number of active participants reported on line 7a of the Form 55002010-01-011,331
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01545
Total of all active and inactive participants2010-01-011,876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,876
Number of participants with account balances2010-01-011,710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2009 401k membership
Total participants, beginning-of-year2009-01-011,796
Total number of active participants reported on line 7a of the Form 55002009-01-011,219
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01470
Total of all active and inactive participants2009-01-011,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,689
Number of participants with account balances2009-01-011,673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK

Measure Date Value
2023 : SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-9,231,392
Total unrealized appreciation/depreciation of assets2023-12-31$-9,231,392
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$57,213,359
Total loss/gain on sale of assets2023-12-31$-2,085,585
Total of all expenses incurred2023-12-31$25,610,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$25,264,752
Expenses. Certain deemed distributions of participant loans2023-12-31$31,756
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$21,850,633
Value of total assets at end of year2023-12-31$327,190,882
Value of total assets at beginning of year2023-12-31$295,587,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$313,710
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$304,883
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$9,526,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$8,145,410
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$13,975,866
Participant contributions at end of year2023-12-31$5,326,285
Participant contributions at beginning of year2023-12-31$4,939,506
Participant contributions at end of year2023-12-31$176,720
Participant contributions at beginning of year2023-12-31$224,503
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,689,941
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$300
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$31,603,141
Value of net assets at end of year (total assets less liabilities)2023-12-31$327,190,882
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$295,587,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$47,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$274,542,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$229,037,210
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$304,883
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$36,848,156
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$47,064,621
Assets. Invements in employer securities at beginning of year2023-12-31$61,306,375
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$5,184,826
Employer contributions (assets) at end of year2023-12-31$80,786
Employer contributions (assets) at beginning of year2023-12-31$80,147
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$1,381,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$25,264,752
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$5,914,134
Aggregate carrying amount (costs) on sale of assets2023-12-31$7,999,719
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WOLF AND COMPANY P.C
Accountancy firm EIN2023-12-31042689883
2022 : SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$257,800
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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-27,244,959
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$24,809,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$24,473,414
Expenses. Certain deemed distributions of participant loans2022-12-31$76,384
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$31,006,391
Value of total assets at end of year2022-12-31$295,587,741
Value of total assets at beginning of year2022-12-31$347,384,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$259,673
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$229,767
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,741,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,741,742
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$13,601,860
Participant contributions at end of year2022-12-31$4,939,506
Participant contributions at beginning of year2022-12-31$4,259,805
Participant contributions at end of year2022-12-31$224,503
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,320,731
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$228,265
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-52,054,430
Value of net assets at end of year (total assets less liabilities)2022-12-31$295,587,741
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$347,384,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$31,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$229,037,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$268,548,407
Interest on participant loans2022-12-31$229,767
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-68,222,859
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$61,306,375
Assets. Invements in employer securities at beginning of year2022-12-31$74,576,159
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$5,083,800
Employer contributions (assets) at end of year2022-12-31$80,147
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$24,473,414
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WOLF AND COMPANY P.C
Accountancy firm EIN2022-12-31042689883
2021 : SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$71,767,226
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,050,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,700,225
Expenses. Certain deemed distributions of participant loans2021-12-31$137,048
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,671,502
Value of total assets at end of year2021-12-31$347,384,371
Value of total assets at beginning of year2021-12-31$292,667,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$212,982
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$208,205
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,794,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$11,664,919
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$300
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,493,834
Participant contributions at end of year2021-12-31$4,259,805
Participant contributions at beginning of year2021-12-31$4,126,499
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,558,583
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$196,970
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$54,716,971
Value of net assets at end of year (total assets less liabilities)2021-12-31$347,384,371
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$292,667,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$15,712
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$268,548,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$226,498,612
Interest on participant loans2021-12-31$208,205
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$38,093,097
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$74,576,159
Assets. Invements in employer securities at beginning of year2021-12-31$62,042,289
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$4,619,085
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$1,129,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,700,225
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WOLF AND COMPANY P.C
Accountancy firm EIN2021-12-31042689883
2020 : SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$78,881,227
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$18,857,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,596,393
Expenses. Certain deemed distributions of participant loans2020-12-31$38,816
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$21,166,579
Value of total assets at end of year2020-12-31$292,667,400
Value of total assets at beginning of year2020-12-31$232,643,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$222,035
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$243,529
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,601,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,601,807
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$12,015
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,628,954
Participant contributions at end of year2020-12-31$4,126,499
Participant contributions at beginning of year2020-12-31$4,742,871
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,182,593
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 year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$209,901
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$60,023,983
Value of net assets at end of year (total assets less liabilities)2020-12-31$292,667,400
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$232,643,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$119
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$226,498,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$224,594,238
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$243,529
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$3,306,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$51,869,312
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$62,042,289
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$4,355,032
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,596,393
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WOLF AND COMPANY P.C.
Accountancy firm EIN2020-12-31042689883
2019 : SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$49,996,268
Total transfer of assets from this plan2019-12-31$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
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$57,284,090
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$25,955,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,787,837
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,354,775
Value of total assets at end of year2019-12-31$232,643,417
Value of total assets at beginning of year2019-12-31$151,318,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$167,659
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$186,480
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,957,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,957,083
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$25,300
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,792,513
Participant contributions at end of year2019-12-31$4,742,871
Participant contributions at beginning of year2019-12-31$3,454,857
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,737,551
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 year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$141,249
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$31,328,594
Value of net assets at end of year (total assets less liabilities)2019-12-31$232,643,417
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$151,318,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$1,110
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$224,594,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$186,480
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$3,306,308
Value of interest in common/collective trusts at beginning of year2019-12-31$147,863,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,797,862
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$15,987,890
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$3,824,711
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,787,837
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$4,639,347
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,700,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,520,436
Expenses. Certain deemed distributions of participant loans2018-12-31$180,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,984,969
Value of total assets at end of year2018-12-31$151,318,555
Value of total assets at beginning of year2018-12-31$158,379,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$176,460
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,372,042
Participant contributions at end of year2018-12-31$3,454,857
Participant contributions at beginning of year2018-12-31$3,597,919
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$588,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,061,268
Value of net assets at end of year (total assets less liabilities)2018-12-31$151,318,555
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$158,379,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$176,460
Value of interest in common/collective trusts at end of year2018-12-31$147,863,698
Value of interest in common/collective trusts at beginning of year2018-12-31$154,781,904
Net investment gain or loss from common/collective trusts2018-12-31$-6,522,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,024,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,520,436
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2018-12-31203985546
2017 : SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$52,718
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$34,094,210
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,810,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,665,140
Expenses. Certain deemed distributions of participant loans2017-12-31$144,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,372,500
Value of total assets at end of year2017-12-31$158,379,823
Value of total assets at beginning of year2017-12-31$136,042,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$145,189
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,816,921
Participant contributions at end of year2017-12-31$3,597,919
Participant contributions at beginning of year2017-12-31$3,237,078
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,640,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$22,284,137
Value of net assets at end of year (total assets less liabilities)2017-12-31$158,379,823
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$136,042,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$145,189
Value of interest in common/collective trusts at end of year2017-12-31$154,781,904
Value of interest in common/collective trusts at beginning of year2017-12-31$132,805,890
Net investment gain or loss from common/collective trusts2017-12-31$22,576,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,915,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,665,140
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2017-12-31203985546
2016 : SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$20,619,553
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,727,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,624,414
Expenses. Certain deemed distributions of participant loans2016-12-31$103,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,430,410
Value of total assets at end of year2016-12-31$136,042,968
Value of total assets at beginning of year2016-12-31$125,150,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$138,309
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,246,774
Participant contributions at end of year2016-12-31$3,237,078
Participant contributions at beginning of year2016-12-31$3,295,322
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,299,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$10,891,993
Value of net assets at end of year (total assets less liabilities)2016-12-31$136,042,968
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$125,150,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$138,309
Value of interest in common/collective trusts at end of year2016-12-31$132,805,890
Value of interest in common/collective trusts at beginning of year2016-12-31$121,855,653
Net investment gain or loss from common/collective trusts2016-12-31$10,050,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,884,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,624,414
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2016-12-31203985546
2015 : SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,165,932
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,514,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,407,089
Expenses. Certain deemed distributions of participant loans2015-12-31$107,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,940,076
Value of total assets at end of year2015-12-31$125,150,975
Value of total assets at beginning of year2015-12-31$125,499,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$135,450
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,751,301
Participant contributions at end of year2015-12-31$3,295,322
Participant contributions at beginning of year2015-12-31$3,210,416
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$535,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-348,533
Value of net assets at end of year (total assets less liabilities)2015-12-31$125,150,975
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$125,499,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$135,450
Value of interest in common/collective trusts at end of year2015-12-31$121,855,653
Value of interest in common/collective trusts at beginning of year2015-12-31$122,289,092
Net investment gain or loss from common/collective trusts2015-12-31$-909,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,653,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,407,089
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2015-12-31203985546
2014 : SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$14,878,953
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,478,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,389,599
Expenses. Certain deemed distributions of participant loans2014-12-31$88,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,776,435
Value of total assets at end of year2014-12-31$125,499,508
Value of total assets at beginning of year2014-12-31$118,099,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$127,656
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,058,487
Participant contributions at end of year2014-12-31$3,210,416
Participant contributions at beginning of year2014-12-31$2,813,044
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,375,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,400,427
Value of net assets at end of year (total assets less liabilities)2014-12-31$125,499,508
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$118,099,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$127,656
Value of interest in common/collective trusts at end of year2014-12-31$122,289,092
Value of interest in common/collective trusts at beginning of year2014-12-31$115,286,037
Net investment gain or loss from common/collective trusts2014-12-31$5,974,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,342,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,389,599
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2014-12-31203985546
2013 : SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$29,702,412
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,456,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,284,346
Expenses. Certain deemed distributions of participant loans2013-12-31$172,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,542,718
Value of total assets at end of year2013-12-31$118,099,081
Value of total assets at beginning of year2013-12-31$99,853,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$105,874
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,669,416
Participant contributions at end of year2013-12-31$2,813,044
Participant contributions at beginning of year2013-12-31$2,378,403
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,720,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$18,245,990
Value of net assets at end of year (total assets less liabilities)2013-12-31$118,099,081
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$99,853,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$105,874
Value of interest in common/collective trusts at end of year2013-12-31$115,286,037
Value of interest in common/collective trusts at beginning of year2013-12-31$97,474,688
Net investment gain or loss from common/collective trusts2013-12-31$20,053,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,152,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,284,346
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MARCUM LLP
Accountancy firm EIN2013-12-31111986323
2012 : SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$17,764,656
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,694,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,423,085
Expenses. Certain deemed distributions of participant loans2012-12-31$271,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,254,630
Value of total assets at end of year2012-12-31$99,853,091
Value of total assets at beginning of year2012-12-31$89,782,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$109,474
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,468,322
Participant contributions at end of year2012-12-31$2,378,403
Participant contributions at beginning of year2012-12-31$2,540,718
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$709,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,070,459
Value of net assets at end of year (total assets less liabilities)2012-12-31$99,853,091
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$89,782,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$109,474
Value of interest in common/collective trusts at end of year2012-12-31$97,474,688
Value of interest in common/collective trusts at beginning of year2012-12-31$87,241,914
Net investment gain or loss from common/collective trusts2012-12-31$10,400,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,076,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,423,085
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MARCUM LLP
Accountancy firm EIN2012-12-31111986323
2011 : SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$16,609,874
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,428,723
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,223,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,936,880
Expenses. Certain deemed distributions of participant loans2011-12-31$286,495
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,733,661
Value of total assets at end of year2011-12-31$89,782,632
Value of total assets at beginning of year2011-12-31$75,967,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$110,079
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,556,629
Participant contributions at end of year2011-12-31$2,540,718
Participant contributions at beginning of year2011-12-31$2,103,560
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$66,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,794,652
Value of net assets at end of year (total assets less liabilities)2011-12-31$89,782,632
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$75,967,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$110,079
Value of interest in common/collective trusts at end of year2011-12-31$87,241,914
Value of interest in common/collective trusts at beginning of year2011-12-31$73,863,850
Net investment gain or loss from common/collective trusts2011-12-31$-415,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,110,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,936,880
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PARENT, MCLAUGHLIN & NANGLE, INC.
Accountancy firm EIN2011-12-31042603383
2010 : SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$668,123
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$14,241,535
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,031,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,941,437
Expenses. Certain deemed distributions of participant loans2010-12-31$89,834
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,357,100
Value of total assets at end of year2010-12-31$75,967,410
Value of total assets at beginning of year2010-12-31$65,089,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$97,102
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,263,888
Participant contributions at end of year2010-12-31$2,103,560
Participant contributions at beginning of year2010-12-31$1,630,003
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$70,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,210,264
Value of net assets at end of year (total assets less liabilities)2010-12-31$75,967,410
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$65,089,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$97,102
Value of interest in common/collective trusts at end of year2010-12-31$73,863,850
Value of interest in common/collective trusts at beginning of year2010-12-31$63,459,020
Net investment gain or loss from common/collective trusts2010-12-31$7,787,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,023,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,941,437
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PARENT, MCLAUGLIN & NANGLE, INC.
Accountancy firm EIN2010-12-31042603383

Form 5500 Responses for SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK

2023: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SBERA 401(K) PLAN AS ADOPTED BY EASTERN BANK 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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