401k Plan data: WALDEN SAVINGS BANK plan

WALDEN SAVINGS BANK 401k Plan overview

Plan Name	WALDEN SAVINGS BANK
Plan identification number	502

WALDEN SAVINGS BANK Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance

401k Sponsoring company profile

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

Company Name: WALDEN SAVINGS BANK

Employer identification number (EIN): 141155630

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALDEN SAVINGS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2017-01-01 PAMELA SPIELER PAMELA SPIELER 2018-07-31
502 2016-01-01 PAMELA SPIELER PAMELA SPIELER 2017-09-25
502 2011-01-01 PAMELA SPIELER
502 2010-02-01 PAMELA SPIELER
502 2009-02-01 PAMELA SPIELER PAMELA SPIELER 2010-08-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
502	2017-01-01	PAMELA SPIELER	PAMELA SPIELER	2018-07-31
502	2016-01-01	PAMELA SPIELER	PAMELA SPIELER	2017-09-25
502	2011-01-01	PAMELA SPIELER
502	2010-02-01	PAMELA SPIELER
502	2009-02-01	PAMELA SPIELER	PAMELA SPIELER	2010-08-30

Plan Statistics for WALDEN SAVINGS BANK

401k plan membership statisitcs for WALDEN SAVINGS BANK

Measure Date Value
2017: WALDEN SAVINGS BANK 2017 401k membership
Total participants, beginning-of-year 2017-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 195
Total of all active and inactive participants 2017-01-01 195
Total participants 2017-01-01 195
2016: WALDEN SAVINGS BANK 2016 401k membership
Total participants, beginning-of-year 2016-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 133
Total of all active and inactive participants 2016-01-01 133
Total participants 2016-01-01 133
2011: WALDEN SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year 2011-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 122
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 122
2010: WALDEN SAVINGS BANK 2010 401k membership
Total participants, beginning-of-year 2010-02-01 116
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 124
Number of retired or separated participants receiving benefits 2010-02-01 0
Number of other retired or separated participants entitled to future benefits 2010-02-01 0
Total of all active and inactive participants 2010-02-01 124
2009: WALDEN SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year 2009-02-01 111
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 116
Total of all active and inactive participants 2009-02-01 116

Measure	Date	Value
2017: WALDEN SAVINGS BANK 2017 401k membership
Total participants, beginning-of-year	2017-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	195
Total of all active and inactive participants	2017-01-01	195
Total participants	2017-01-01	195
2016: WALDEN SAVINGS BANK 2016 401k membership
Total participants, beginning-of-year	2016-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	133
Total of all active and inactive participants	2016-01-01	133
Total participants	2016-01-01	133
2011: WALDEN SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year	2011-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	122
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	122
2010: WALDEN SAVINGS BANK 2010 401k membership
Total participants, beginning-of-year	2010-02-01	116
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	124
Number of retired or separated participants receiving benefits	2010-02-01	0
Number of other retired or separated participants entitled to future benefits	2010-02-01	0
Total of all active and inactive participants	2010-02-01	124
2009: WALDEN SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year	2009-02-01	111
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	116
Total of all active and inactive participants	2009-02-01	116

Form 5500 Responses for WALDEN SAVINGS BANK

2017: WALDEN SAVINGS BANK 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: WALDEN SAVINGS BANK 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2011: WALDEN SAVINGS BANK 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: WALDEN SAVINGS BANK 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Submission has been amended	No
2010-02-01	This submission is the final filing	No
2010-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2010-02-01	Plan is a collectively bargained plan	No
2010-02-01	Plan funding arrangement – Insurance	Yes
2010-02-01	Plan benefit arrangement – Insurance	Yes
2009: WALDEN SAVINGS BANK 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	This submission is the final filing	No
2009-02-01	Plan funding arrangement – Insurance	Yes
2009-02-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

5932318

Policy instance

Insurance contract or identification number	5932318
Number of Individuals Covered	195
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $9,500
Total amount of fees paid to insurance company	USD $23
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $35,539
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,663
Amount paid for insurance broker fees	23
Insurance broker organization code?	3
Insurance broker name	ROSE & KIERNAN INC

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Company Name:	WALDEN SAVINGS BANK
Employer identification number (EIN):	141155630
NAIC Classification:	522120
NAIC Description:	Savings Institutions