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| Company Name: | INSTITUTION FOR SAVINGS |
| Employer identification number (EIN): | 041471660 |
| NAIC Classification: | 522120 |
| NAIC Description: | Savings Institutions |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2024-08-31 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2016-04-05 | |||||
| Date last seen: 2019-07-23 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2016-04-05 | |||||
| Date last seen: 2021-07-13 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2024-08-31 | |||||
| Date | Description |
|---|---|
| 2023-07-31 | 041471660 Change of name detected from MASS BANKER\'S ASSC GROUP INS TRUST to INSTITUTION FOR SAVINGS |
| 2023-07-31 | 041471660 Change of plan name detected from MASSACHUSETTS BANKERS ASSOCIATION to INSTITUTION FOR SAVINGS VISION SERVICE PLAN 2022 for plan ID 501 |
| 2022-10-19 | 041471660 Change of name detected from MASS BANKERS ASSOC GROUP INS TRUST to INSTITUTION FOR SAVINGS |
| 2022-10-19 | 041471660 Change of plan name detected from MASSACHUSETTS BANKERS ASSOCIATION to INSTITUTION FOR SAVINGS VISION SERVICE PLAN 2021 for plan ID 501 |
| 2022-10-19 | 041471660 Change of plan name detected from MASSACHUSETTS BANKERS ASSOCIATION to INSTITUTION FOR SAVINGS GROUP TERM LIFE INSURANCE PLAN 2021 for plan ID 504 |
| 2022-06-10 | 041471660 Change of name detected from INSTITUTION FOR SAVINGS to INSTITUTION FOR SAVINGS IN NEWBURYPORT |
| 2021-07-13 | 041471660 Change of name detected from INSTITUTION FOR SAVINGS IN NEWBURYPORT to INSTITUTION FOR SAVINGS |
| 2021-07-13 | 041471660 Change of name detected from MASS BANKERS ASSOC GROUP INS TRUST to INSTITUTION FOR SAVINGS |
| 2021-07-13 | 041471660 Change of plan name detected from MASSACHUSETTS BANKERS ASSOCIATION to INSTITUTION FOR SAVINGS GROUP TERM LIFE INSURANCE PLAN 2020 for plan ID 504 |
| 2021-07-13 | 041471660 Change of plan name detected from MASSACHUSETTS BANKERS ASSOCIATION to INSTITUTION FOR SAVINGS VISION SERVICE PLAN 2020 for plan ID 501 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 501 | INSTITUTION FOR SAVINGS VISION SERVICE PLAN 2021 | 2015-01-01 | 2021-01-01 |
| 502 | INSTITUTION FOR SAVINGS GROUP TERM LIFE INSURANCE PLAN 2015 | 2015-01-01 | 2015-01-01 |
| 001 | THE DEFINED BENEFIT PLAN OF THE INSTITUTION FOR SAVINGS IN NEWBURYPORT | 2008-11-01 | 1981-11-01 |
| 503 | INSTITUTION FOR SAVINGS GROUP TERM LIFE INSURANCE PLAN 2016 | 2016-01-01 | 2016-01-01 |
| 504 | INSTITUTION FOR SAVINGS GROUP TERM LIFE INSURANCE PLAN 2021 | 2017-01-01 | 2021-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2017-02-06 | Employer Contributions | $ 2,300,000 | 202 | $ 11,386 | |
| 2017-02-06 | Employee Contributions | $ 2,300,000 | 202 | $ 11,386 | |
| 2016-02-03 | Employer Contributions | $ 4,100,000 | 200 | $ 20,500 | |
| 2016-02-03 | Employee Contributions | $ 4,100,000 | 200 | $ 20,500 | |
| 2015-02-12 | Employer Contributions | $ 4,400,000 | 182 | $ 24,176 | |
| 2015-02-12 | Employee Contributions | $ 4,400,000 | 182 | $ 24,176 | |
| 2014-01-28 | Employer Contributions | $ 1,000,000 | 143 | $ 6,993 | |
| 2014-01-28 | Employee Contributions | $ 1,000,000 | 143 | $ 6,993 | |
| 2013-02-07 | Employer Contributions | $ 1,065,000 | 121 | $ 8,802 | |
| 2013-02-07 | Employee Contributions | $ 1,065,000 | 121 | $ 8,802 | |
| 2012-02-08 | Employer Contributions | $ 1,285,000 | 96 | $ 13,385 | |
| 2012-02-08 | Employee Contributions | $ 1,285,000 | 96 | $ 13,385 | |
| 2011-10-28 | Employer Contributions | $ 1,000,000 | 117 | $ 8,547 | |
| 2011-10-28 | Employee Contributions | $ 1,000,000 | 117 | $ 8,547 | |
| 2011-02-15 | Employer Contributions | $ 1,000,000 | 117 | $ 8,547 | |
| 2011-02-15 | Employee Contributions | $ 1,000,000 | 117 | $ 8,547 | |
| 2010-12-14 | Employer Contributions | $ 500,000 | 93 | $ 5,376 | |
| 2010-12-14 | Employee Contributions | $ 500,000 | 93 | $ 5,376 | |
| 2010-08-10 | Employer Contributions | $ 1,000,000 | 93 | $ 10,753 | |
| 2010-08-10 | Employee Contributions | $ 1,000,000 | 93 | $ 10,753 | |
| 2010-07-16 | Employer Contributions | $ 39,000 | 93 | $ 419 | |
| 2010-07-16 | Employee Contributions | $ 39,000 | 93 | $ 419 | |
| 2010-05-12 | Employer Contributions | $ 554,000 | 93 | $ 5,957 | |
| 2010-05-12 | Employee Contributions | $ 554,000 | 93 | $ 5,957 | |
| 2010-02-11 | Employer Contributions | $ 104,223 | 93 | $ 1,121 | |
| 2010-02-11 | Employee Contributions | $ 104,223 | 93 | $ 1,121 |
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