Plan5500

The Savings Bank Mutual Life Insurance Company Of Massachusetts — 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, The Savings Bank Mutual Life Insurance Company Of Massachusetts (EIN 04-3117253) is a plan sponsor located in Woburn, MA with 4 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
04-3117253
Location
Woburn, MA
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Savings Bank Mutual Life Insurance Company Of Massachusetts

  • 5 loaded plans hold $83.4M in reported assets.
  • The largest, The Savings Bank Mutual Life Insurance Company Of Massachusetts 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 989 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$83.4MSummed across loaded plans$83,442,671
Total reported assets$83.4M$83,442,671
Total reported participants989
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$83.4M total assets
Net assets$83.4MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$2.4M
Total income / additions$18M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$15.8M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Savings Bank Mutual Life Insurance Company Of Massachusetts 401(K) Plan
Participants per plan198Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Savings Bank Mutual Life Insurance Company Of Massachusetts 401(K) Plan$83.4M
    Plan #002 · 283 participants · 2023
  2. 2
    The Savings Bank Mutual Life Insurance Company Of Massachussetsnot reported in the loaded dataset
    Plan #501 · 288 participants · 2023
  3. 3
    The Savings Bank Mutual Life Insurance Company Of Massachusettsnot reported in the loaded dataset
    Plan #503 · 197 participants · 2023
  4. 4
    The Savings Bank Mutual Life Insurance Company Of Massachusetts Hra Plannot reported in the loaded dataset
    Plan #502 · 118 participants · 2023
  5. 5
    The Savings Bank Mutual Life Insurance Company Of Masschusetts Fsa Plannot reported in the loaded dataset
    Plan #504 · 103 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Savings Bank Mutual Life Insurance Company Of Massachusetts. Open one for its full reported snapshot.

  1. 2023
    The Savings Bank Mutual Life Insurance Company Of Masschusetts Fsa Plan103 participants · 2No schedules
    View filing →
  2. 2023
    The Savings Bank Mutual Life Insurance Company Of Massachusetts Hra Plan118 participants · 2No schedules
    View filing →
  3. 2023
    The Savings Bank Mutual Life Insurance Company Of Massachusetts197 participants · 2No schedules
    View filing →
  4. 2023
    The Savings Bank Mutual Life Insurance Company Of Massachussets288 participants · 2No schedules
    View filing →
  5. 2023
    The Savings Bank Mutual Life Insurance Company Of Massachusetts 401(K) Plan283 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Savings Bank Mutual Life Insurance Company Of Massachusetts report on Form 5500?
The Savings Bank Mutual Life Insurance Company Of Massachusetts (EIN 04-3117253) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Savings Bank Mutual Life Insurance Company Of Massachusetts?
The Employer Identification Number (EIN) reported for The Savings Bank Mutual Life Insurance Company Of Massachusetts is 04-3117253.
What is the latest Form 5500 filing year for The Savings Bank Mutual Life Insurance Company Of Massachusetts?
The latest loaded Form 5500 filing year for The Savings Bank Mutual Life Insurance Company Of Massachusetts is 2023.

Related Form 5500 pages