2023 Form 5500 filing — Union Center National Bank Pension Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008160904NAL0030473680001) for Union Center National Bank Pension Trust, reported by Connectone Bank under EIN 20-1172127 and plan number 002. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008160904NAL0030473680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Connectone Bank
- EIN
- 20-1172127
- Plan number
- 002
- Location
- Union, NJ
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,615,300
- Total liabilities (EOY)
- $11,280
- Net assets (EOY)
- $14,604,020
- Employer contributions
- $0
- Total income / additions
- $2,153,265
- Benefits paid
- $685,308
- Administrative expenses
- $122,057
- Total expenses
- $807,365
- Net increase / (decrease)
- $1,345,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins & Annuity Co | NONE | $30,204 | $5,295 |
| Bpas Actuarial And Pension Services | NONE | $9,750 | $0 |
| Saiph Capital | NONE | $7,066 | not reported in the loaded dataset |