Rockland Trust — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rockland Trust (EIN 04-1782600) is a plan sponsor located in Rockland, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 04-1782600
- Location
- Rockland, MA
- Loaded plans
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $279,685,015
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $279,685,015
Contributions & income
- Employer contributions
- $9,266,723
- Participant contributions
- $13,999,426
- Total income / additions
- $60,396,474
Expenses & distributions
- Benefits paid / distributions
- $17,996,514
- Total expenses
- $18,256,500
- Net increase / (decrease)
- $42,139,974
Coverage
- Total reported participants
- 12,107
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Rockland Trust Co Ee Savings Ps And Stock Ownership Plan | 002 | 2,270 | $269,958,602 | 2023 |
| Sbera Pension Plan As Adopted By Blue Hills Bank | 005 | 140 | $9,726,413 | 2023 |
| Dental Plan For Employees Of Rockland Trust Company | 505 | 2,810 | not reported in the loaded dataset | 2023 |
| Vision Plan For Rockland Trust Employees | 515 | 1,902 | not reported in the loaded dataset | 2023 |
| Employee Assistance Program For Employees Of Rockland Trust | 513 | 1,735 | not reported in the loaded dataset | 2023 |
| Life Long Term Disbility For Employees Of Rockland Trust Company | 503 | 1,592 | not reported in the loaded dataset | 2023 |
| Rockland Trust Health Reimbursement Arrangement Plan | 514 | 1,093 | not reported in the loaded dataset | 2023 |
| Rockland Trust Company Flexible Benefits Plan | 501 | 565 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Employee Assistance Program For Employees Of Rockland Trust | 1,735 | — | 20240725132939NAL0024164224001 |
| 2023 | Rockland Trust Company Flexible Benefits Plan | 565 | — | 20240730155018NAL0013584467001 |
| 2023 | Life Long Term Disbility For Employees Of Rockland Trust Company | 1,592 | — | 20240730155110NAL0034790944001 |
| 2023 | Rockland Trust Health Reimbursement Arrangement Plan | 1,093 | — | 20240730155156NAL0020410033001 |
| 2023 | Dental Plan For Employees Of Rockland Trust Company | 2,810 | — | 20240730155305NAL0021109409001 |
| 2023 | Vision Plan For Rockland Trust Employees | 1,902 | — | 20240731131254NAL0022270897001 |
| 2023 | Rockland Trust Co Ee Savings Ps And Stock Ownership Plan | 2,270 | H, C | 20241010091141NAL0033670880001 |
| 2023 | Sbera Pension Plan As Adopted By Blue Hills Bank | 140 | H | 20250527083048NAL0015819826001 |