401k Plan data: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK plan

SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 401k Plan overview

Plan Name	SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK
Plan identification number	001

SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

WEBSTER FIVE CENTS SAVINGS BANK has sponsored the creation of one or more 401k plans.

Company Name: WEBSTER FIVE CENTS SAVINGS BANK

Employer identification number (EIN): 041953630

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-11-01 THOMAS FORESE JR.
001 2013-11-01 THOMAS FORESE JR.
001 2012-11-01 THOMAS FORESE JR.
001 2011-11-01 THOMAS FORESE JR.
001 2010-11-01 THOMAS FORESE JR.
001 2009-11-01 THOMAS FORESE JR.

Plan id#	Filing Submission Date	Name of Administrator
001	2014-11-01	THOMAS FORESE JR.
001	2013-11-01	THOMAS FORESE JR.
001	2012-11-01	THOMAS FORESE JR.
001	2011-11-01	THOMAS FORESE JR.
001	2010-11-01	THOMAS FORESE JR.
001	2009-11-01	THOMAS FORESE JR.

Plan Statistics for SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK

401k plan membership statisitcs for SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK

Measure Date Value
2014: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year 2014-11-01 142
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 0
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 0
Number of participants with account balances 2014-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year 2013-11-01 149
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 72
Number of retired or separated participants receiving benefits 2013-11-01 11
Number of other retired or separated participants entitled to future benefits 2013-11-01 59
Total of all active and inactive participants 2013-11-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 1
2012: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year 2012-11-01 160
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 79
Number of retired or separated participants receiving benefits 2012-11-01 9
Number of other retired or separated participants entitled to future benefits 2012-11-01 61
Total of all active and inactive participants 2012-11-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 1
2011: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year 2011-11-01 163
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 91
Number of retired or separated participants receiving benefits 2011-11-01 8
Number of other retired or separated participants entitled to future benefits 2011-11-01 61
Total of all active and inactive participants 2011-11-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 3
2010: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2010 401k membership
Total participants, beginning-of-year 2010-11-01 170
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 97
Number of retired or separated participants receiving benefits 2010-11-01 6
Number of other retired or separated participants entitled to future benefits 2010-11-01 60
Total of all active and inactive participants 2010-11-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-01 0
Total participants 2010-11-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-01 3
2009: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year 2009-11-01 176
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 107
Number of retired or separated participants receiving benefits 2009-11-01 4
Number of other retired or separated participants entitled to future benefits 2009-11-01 59
Total of all active and inactive participants 2009-11-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 4

Measure	Date	Value
2014: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year	2014-11-01	142
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	0
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	0
Number of participants with account balances	2014-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year	2013-11-01	149
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	72
Number of retired or separated participants receiving benefits	2013-11-01	11
Number of other retired or separated participants entitled to future benefits	2013-11-01	59
Total of all active and inactive participants	2013-11-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	1
2012: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year	2012-11-01	160
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	79
Number of retired or separated participants receiving benefits	2012-11-01	9
Number of other retired or separated participants entitled to future benefits	2012-11-01	61
Total of all active and inactive participants	2012-11-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	1
2011: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year	2011-11-01	163
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	91
Number of retired or separated participants receiving benefits	2011-11-01	8
Number of other retired or separated participants entitled to future benefits	2011-11-01	61
Total of all active and inactive participants	2011-11-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	3
2010: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2010 401k membership
Total participants, beginning-of-year	2010-11-01	170
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	97
Number of retired or separated participants receiving benefits	2010-11-01	6
Number of other retired or separated participants entitled to future benefits	2010-11-01	60
Total of all active and inactive participants	2010-11-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-01	0
Total participants	2010-11-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-01	3
2009: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year	2009-11-01	176
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	107
Number of retired or separated participants receiving benefits	2009-11-01	4
Number of other retired or separated participants entitled to future benefits	2009-11-01	59
Total of all active and inactive participants	2009-11-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	4

Financial Data on SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK

Measure	Date	Value
2015 : SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-09-08	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-08	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-08	$0
Total income from all sources (including contributions)	2015-09-08	$1,334,230
Total loss/gain on sale of assets	2015-09-08	$0
Total of all expenses incurred	2015-09-08	$7,912,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-08	$7,912,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-08	$1,334,230
Value of total assets at end of year	2015-09-08	$0
Value of total assets at beginning of year	2015-09-08	$6,577,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-08	$0
Total interest from all sources	2015-09-08	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-09-08	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-08	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-09-08	$0
Was this plan covered by a fidelity bond	2015-09-08	Yes
Value of fidelity bond cover	2015-09-08	$500,000
If this is an individual account plan, was there a blackout period	2015-09-08	No
Were there any nonexempt tranactions with any party-in-interest	2015-09-08	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-08	No
Value of net income/loss	2015-09-08	$-6,577,822
Value of net assets at end of year (total assets less liabilities)	2015-09-08	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-09-08	$6,577,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-08	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-08	No
Were any leases to which the plan was party in default or uncollectible	2015-09-08	No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-09-08	$6,577,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-09-08	$6,577,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-08	No
Was there a failure to transmit to the plan any participant contributions	2015-09-08	No
Has the plan failed to provide any benefit when due under the plan	2015-09-08	No
Contributions received in cash from employer	2015-09-08	$1,334,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-08	$7,912,052
Did the plan have assets held for investment	2015-09-08	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-08	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-08	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-08	No
Opinion of an independent qualified public accountant for this plan	2015-09-08	Unqualified
Accountancy firm name	2015-09-08	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2015-09-08	203985546
2014 : SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-10-31	$0
Total income from all sources (including contributions)	2014-10-31	$424,463
Total loss/gain on sale of assets	2014-10-31	$0
Total of all expenses incurred	2014-10-31	$223,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-10-31	$223,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-10-31	$0
Value of total assets at end of year	2014-10-31	$6,577,822
Value of total assets at beginning of year	2014-10-31	$6,376,954
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-10-31	$0
Total interest from all sources	2014-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-10-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-10-31	$0
Was this plan covered by a fidelity bond	2014-10-31	Yes
Value of fidelity bond cover	2014-10-31	$500,000
If this is an individual account plan, was there a blackout period	2014-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-10-31	No
Value of net income/loss	2014-10-31	$200,868
Value of net assets at end of year (total assets less liabilities)	2014-10-31	$6,577,822
Value of net assets at beginning of year (total assets less liabilities)	2014-10-31	$6,376,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-10-31	No
Were any leases to which the plan was party in default or uncollectible	2014-10-31	No
Value of interest in common/collective trusts at beginning of year	2014-10-31	$6,376,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-10-31	$6,577,822
Net investment gain or loss from common/collective trusts	2014-10-31	$424,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-10-31	No
Was there a failure to transmit to the plan any participant contributions	2014-10-31	No
Has the plan failed to provide any benefit when due under the plan	2014-10-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-10-31	$223,595
Did the plan have assets held for investment	2014-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-10-31	No
Opinion of an independent qualified public accountant for this plan	2014-10-31	Unqualified
Accountancy firm name	2014-10-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2014-10-31	203985546
2013 : SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-10-31	$0
Total income from all sources (including contributions)	2013-10-31	$961,624
Total loss/gain on sale of assets	2013-10-31	$0
Total of all expenses incurred	2013-10-31	$440,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-10-31	$440,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-10-31	$0
Value of total assets at end of year	2013-10-31	$6,376,954
Value of total assets at beginning of year	2013-10-31	$5,855,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-10-31	$0
Total interest from all sources	2013-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-10-31	No
Was this plan covered by a fidelity bond	2013-10-31	Yes
Value of fidelity bond cover	2013-10-31	$500,000
If this is an individual account plan, was there a blackout period	2013-10-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-10-31	No
Value of net income/loss	2013-10-31	$521,022
Value of net assets at end of year (total assets less liabilities)	2013-10-31	$6,376,954
Value of net assets at beginning of year (total assets less liabilities)	2013-10-31	$5,855,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-10-31	No
Were any leases to which the plan was party in default or uncollectible	2013-10-31	No
Value of interest in common/collective trusts at end of year	2013-10-31	$6,376,954
Value of interest in common/collective trusts at beginning of year	2013-10-31	$5,855,932
Net investment gain or loss from common/collective trusts	2013-10-31	$961,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-10-31	No
Was there a failure to transmit to the plan any participant contributions	2013-10-31	No
Has the plan failed to provide any benefit when due under the plan	2013-10-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-10-31	$440,602
Did the plan have assets held for investment	2013-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-10-31	No
Opinion of an independent qualified public accountant for this plan	2013-10-31	Unqualified
Accountancy firm name	2013-10-31	MARCUM LLP
Accountancy firm EIN	2013-10-31	111986323
2012 : SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-10-31	$0
Total income from all sources (including contributions)	2012-10-31	$505,139
Total loss/gain on sale of assets	2012-10-31	$0
Total of all expenses incurred	2012-10-31	$201,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-10-31	$201,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-10-31	$0
Value of total assets at end of year	2012-10-31	$5,855,932
Value of total assets at beginning of year	2012-10-31	$5,552,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-10-31	$0
Total interest from all sources	2012-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-10-31	No
Was this plan covered by a fidelity bond	2012-10-31	Yes
Value of fidelity bond cover	2012-10-31	$500,000
If this is an individual account plan, was there a blackout period	2012-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-10-31	No
Value of net income/loss	2012-10-31	$303,558
Value of net assets at end of year (total assets less liabilities)	2012-10-31	$5,855,932
Value of net assets at beginning of year (total assets less liabilities)	2012-10-31	$5,552,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-10-31	No
Were any leases to which the plan was party in default or uncollectible	2012-10-31	No
Value of interest in common/collective trusts at end of year	2012-10-31	$5,855,932
Value of interest in common/collective trusts at beginning of year	2012-10-31	$5,552,374
Net investment gain or loss from common/collective trusts	2012-10-31	$505,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-10-31	No
Was there a failure to transmit to the plan any participant contributions	2012-10-31	No
Has the plan failed to provide any benefit when due under the plan	2012-10-31	No
Contributions received in cash from employer	2012-10-31	$0
Employer contributions (assets) at end of year	2012-10-31	$0
Employer contributions (assets) at beginning of year	2012-10-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-10-31	$201,581
Did the plan have assets held for investment	2012-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-10-31	No
Opinion of an independent qualified public accountant for this plan	2012-10-31	Unqualified
Accountancy firm name	2012-10-31	MARCUM LLP
Accountancy firm EIN	2012-10-31	111986323
2011 : SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-10-31	$0
Total income from all sources (including contributions)	2011-10-31	$197,069
Total loss/gain on sale of assets	2011-10-31	$0
Total of all expenses incurred	2011-10-31	$143,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-10-31	$143,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-10-31	$0
Value of total assets at end of year	2011-10-31	$5,552,374
Value of total assets at beginning of year	2011-10-31	$5,498,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-10-31	$0
Total interest from all sources	2011-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-10-31	No
Was this plan covered by a fidelity bond	2011-10-31	Yes
Value of fidelity bond cover	2011-10-31	$500,000
If this is an individual account plan, was there a blackout period	2011-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-10-31	No
Value of net income/loss	2011-10-31	$53,849
Value of net assets at end of year (total assets less liabilities)	2011-10-31	$5,552,374
Value of net assets at beginning of year (total assets less liabilities)	2011-10-31	$5,498,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-10-31	No
Were any leases to which the plan was party in default or uncollectible	2011-10-31	No
Value of interest in common/collective trusts at end of year	2011-10-31	$5,552,374
Value of interest in common/collective trusts at beginning of year	2011-10-31	$5,498,525
Net investment gain or loss from common/collective trusts	2011-10-31	$197,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-10-31	No
Was there a failure to transmit to the plan any participant contributions	2011-10-31	No
Has the plan failed to provide any benefit when due under the plan	2011-10-31	No
Contributions received in cash from employer	2011-10-31	$0
Employer contributions (assets) at end of year	2011-10-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-10-31	$143,220
Did the plan have assets held for investment	2011-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-10-31	No
Opinion of an independent qualified public accountant for this plan	2011-10-31	Unqualified
Accountancy firm name	2011-10-31	PARENT, MCLAUGHLIN & NANGLE, INC.
Accountancy firm EIN	2011-10-31	042603383

Form 5500 Responses for SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK

2014: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	Yes
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: SBERA PENSION PLAN AS ADOPTED BY WEBSTER FIVE CENTS SAVINGS BANK 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WEBSTER FIVE CENTS SAVINGS BANK
Employer identification number (EIN):	041953630
NAIC Classification:	522120
NAIC Description:	Savings Institutions