Logo

RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

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

Company Name:STAFFORD SAVINGS BANK
Employer identification number (EIN):060546360
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01STEPHEN OSOWIECKI
0012023-01-01
0012023-01-01STEPHEN OSOWIECKI
0012022-01-01
0012022-01-01F. WINFIELD TRICE, JR.
0012021-01-01
0012021-01-01F. WINFIELD TRICE, JR.
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01F. WINFIELD TRICE, JR. F. WINFIELD TRICE, JR.2018-10-12
0012016-01-01F. WINFIELD TRICE, JR. F. WINFIELD TRICE, JR.2017-10-05
0012015-01-01MICHAEL J. MUZIO MICHAEL J. MUZIO2016-10-05
0012014-01-01MICHAEL J. MUZIO MICHAEL J. MUZIO2015-09-28
0012013-01-01MICHAEL J. MUZIO MICHAEL J. MUZIO2014-08-07
0012012-01-01MICHAEL J. MUZIO MICHAEL J. MUZIO2013-06-24
0012011-01-01MICHAEL J. MUZIO MICHAEL J. MUZIO2012-07-06
0012010-01-01MICHAEL J. MUZIO MICHAEL J. MUZIO2011-05-11
0012009-01-01MICHAEL J. MUZIO MICHAEL J. MUZIO2010-06-30
0012008-01-01MICHAEL J. MUZIO MICHAEL J. MUZIO2011-01-04

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK

Measure Date Value
2023 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2023 401k financial data
Total income from all sources2023-12-31$1,775,241
Expenses. Total of all expenses incurred2023-12-31$557,752
Benefits paid (including direct rollovers)2023-12-31$551,788
Total plan assets at end of year2023-12-31$6,832,758
Total plan assets at beginning of year2023-12-31$5,615,269
Value of fidelity bond covering the plan2023-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2023-12-31$2,498
Other income received2023-12-31$831,605
Net income (gross income less expenses)2023-12-31$1,217,489
Net plan assets at end of year (total assets less liabilities)2023-12-31$6,832,758
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,615,269
Total contributions received or receivable from employer(s)2023-12-31$943,636
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$3,466
2022 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2022 401k financial data
Total income from all sources2022-12-31$-844,242
Expenses. Total of all expenses incurred2022-12-31$3,216,467
Benefits paid (including direct rollovers)2022-12-31$3,210,879
Total plan assets at end of year2022-12-31$5,615,269
Total plan assets at beginning of year2022-12-31$9,675,978
Value of fidelity bond covering the plan2022-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$1,914
Other income received2022-12-31$-1,419,026
Net income (gross income less expenses)2022-12-31$-4,060,709
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,615,269
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$9,675,978
Total contributions received or receivable from employer(s)2022-12-31$574,784
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,674
2021 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2021 401k financial data
Total income from all sources2021-12-31$1,812,769
Expenses. Total of all expenses incurred2021-12-31$1,213,675
Benefits paid (including direct rollovers)2021-12-31$1,208,857
Total plan assets at end of year2021-12-31$9,675,978
Total plan assets at beginning of year2021-12-31$9,076,884
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$1,085
Other income received2021-12-31$1,255,753
Net income (gross income less expenses)2021-12-31$599,094
Net plan assets at end of year (total assets less liabilities)2021-12-31$9,675,978
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$9,076,884
Total contributions received or receivable from employer(s)2021-12-31$557,016
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,733
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2020 401k financial data
Total income from all sources2020-12-31$2,260,797
Expenses. Total of all expenses incurred2020-12-31$3,081,771
Benefits paid (including direct rollovers)2020-12-31$3,075,871
Total plan assets at end of year2020-12-31$9,076,884
Total plan assets at beginning of year2020-12-31$9,897,858
Value of fidelity bond covering the plan2020-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$2,137
Other income received2020-12-31$1,807,571
Net income (gross income less expenses)2020-12-31$-820,974
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,076,884
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$9,897,858
Total contributions received or receivable from employer(s)2020-12-31$453,226
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,763
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$3
2019 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,080,335
Expenses. Total of all expenses incurred2019-12-31$396,763
Benefits paid (including direct rollovers)2019-12-31$390,901
Total plan assets at end of year2019-12-31$9,897,858
Total plan assets at beginning of year2019-12-31$8,214,286
Value of fidelity bond covering the plan2019-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$2,178
Other income received2019-12-31$1,603,999
Net income (gross income less expenses)2019-12-31$1,683,572
Net plan assets at end of year (total assets less liabilities)2019-12-31$9,897,858
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,214,286
Total contributions received or receivable from employer(s)2019-12-31$476,336
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,684
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$157,162
Expenses. Total of all expenses incurred2018-12-31$917,745
Benefits paid (including direct rollovers)2018-12-31$912,980
Total plan assets at end of year2018-12-31$8,214,286
Total plan assets at beginning of year2018-12-31$8,974,869
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$1,104
Other income received2018-12-31$-301,243
Net income (gross income less expenses)2018-12-31$-760,583
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,214,286
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,974,869
Total contributions received or receivable from employer(s)2018-12-31$458,405
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,661
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$34,141
Total income from all sources2017-12-31$2,241,397
Expenses. Total of all expenses incurred2017-12-31$51,008
Benefits paid (including direct rollovers)2017-12-31$47,209
Total plan assets at end of year2017-12-31$8,974,869
Total plan assets at beginning of year2017-12-31$6,818,621
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$976,545
Net income (gross income less expenses)2017-12-31$2,190,389
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,974,869
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,784,480
Total contributions received or receivable from employer(s)2017-12-31$1,264,852
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,799
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2016 401k financial data
Total plan liabilities at end of year2016-12-31$34,141
Total plan liabilities at beginning of year2016-12-31$5,739
Total income from all sources2016-12-31$658,829
Expenses. Total of all expenses incurred2016-12-31$3,240,730
Benefits paid (including direct rollovers)2016-12-31$3,235,629
Total plan assets at end of year2016-12-31$6,818,621
Total plan assets at beginning of year2016-12-31$9,372,120
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$658,829
Net income (gross income less expenses)2016-12-31$-2,581,901
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,784,480
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$9,366,381
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,101
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2015 401k financial data
Total plan liabilities at end of year2015-12-31$5,739
Total plan liabilities at beginning of year2015-12-31$4,112
Total income from all sources2015-12-31$398,940
Expenses. Total of all expenses incurred2015-12-31$228,682
Benefits paid (including direct rollovers)2015-12-31$222,489
Total plan assets at end of year2015-12-31$9,372,120
Total plan assets at beginning of year2015-12-31$9,200,235
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$-101,060
Net income (gross income less expenses)2015-12-31$170,258
Net plan assets at end of year (total assets less liabilities)2015-12-31$9,366,381
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$9,196,123
Total contributions received or receivable from employer(s)2015-12-31$500,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,193
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2014 401k financial data
Total plan liabilities at end of year2014-12-31$4,112
Total plan liabilities at beginning of year2014-12-31$1,982
Total income from all sources2014-12-31$1,095,691
Expenses. Total of all expenses incurred2014-12-31$1,574,570
Benefits paid (including direct rollovers)2014-12-31$1,568,147
Total plan assets at end of year2014-12-31$9,200,235
Total plan assets at beginning of year2014-12-31$9,676,984
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$582,150
Net income (gross income less expenses)2014-12-31$-478,879
Net plan assets at end of year (total assets less liabilities)2014-12-31$9,196,123
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$9,675,002
Total contributions received or receivable from employer(s)2014-12-31$513,541
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,423
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,982
Total income from all sources2013-12-31$1,433,710
Expenses. Total of all expenses incurred2013-12-31$189,860
Benefits paid (including direct rollovers)2013-12-31$183,873
Total plan assets at end of year2013-12-31$9,676,984
Total plan assets at beginning of year2013-12-31$8,431,152
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$1,433,710
Net income (gross income less expenses)2013-12-31$1,243,850
Net plan assets at end of year (total assets less liabilities)2013-12-31$9,675,002
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,431,152
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,987
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2012 401k financial data
Total income from all sources2012-12-31$930,697
Expenses. Total of all expenses incurred2012-12-31$62,500
Benefits paid (including direct rollovers)2012-12-31$57,809
Total plan assets at end of year2012-12-31$8,431,152
Total plan assets at beginning of year2012-12-31$7,562,955
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$930,697
Net income (gross income less expenses)2012-12-31$868,197
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,431,152
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,562,955
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,691
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2011 401k financial data
Total income from all sources2011-12-31$594,579
Expenses. Total of all expenses incurred2011-12-31$348,396
Benefits paid (including direct rollovers)2011-12-31$343,408
Total plan assets at end of year2011-12-31$7,562,955
Total plan assets at beginning of year2011-12-31$7,316,772
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$-5,421
Net income (gross income less expenses)2011-12-31$246,183
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,562,955
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,316,772
Total contributions received or receivable from employer(s)2011-12-31$600,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2010 401k financial data
Total income from all sources2010-12-31$809,495
Expenses. Total of all expenses incurred2010-12-31$81,657
Benefits paid (including direct rollovers)2010-12-31$76,112
Total plan assets at end of year2010-12-31$7,316,772
Total plan assets at beginning of year2010-12-31$6,588,934
Value of fidelity bond covering the plan2010-12-31$1,000,000
Other income received2010-12-31$809,495
Net income (gross income less expenses)2010-12-31$727,838
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,316,772
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,588,934
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,545
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK

2023: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: RETIREMENT PLAN FOR EMPLOYEES OF STAFFORD SAVINGS BANK 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-28247.01.001
Policy instance 3
Insurance contract or identification numberG-28247.01.001
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $8,424
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 33875
Policy instance 2
Insurance contract or identification numberGAC 33875
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $4,403
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291
Policy instance 1
Insurance contract or identification numberGA-6291
Number of Individuals Covered3
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC-33875
Policy instance 2
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number00607102790
Policy instance 3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberTFA-14176
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC-33875
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberTFA-14176
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC-33875
Policy instance 2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberTFA-14176
Policy instance 2
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG28006
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291
Policy instance 3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291
Policy instance 2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberTFA-14176
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberTFA-14176
Policy instance 2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberTFA-14176
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberTFA-14176
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-6291
Policy instance 1

Potentially related plans

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1