2023 Form 5500 filing — Sbera Trust Number 1
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 20250521105129NAL0001798899001) for Sbera Trust Number 1, reported by Savings Banks Employees Retirement Association under EIN 04-2004337 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250521105129NAL0001798899001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Savings Banks Employees Retirement Association
- EIN
- 04-2004337
- Plan number
- 001
- Location
- Woburn, MA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,086,647,245
- Total liabilities (EOY)
- $2,695,450
- Net assets (EOY)
- $2,083,951,795
- Employer contributions
- $16,755,857
- Participant contributions
- $36,727,512
- Total income / additions
- $468,719,358
- Benefits paid
- $117,883,117
- Administrative expenses
- $3,751,101
- Total expenses
- $121,634,218
- Net increase / (decrease)
- $347,085,140
- Schedule source
- Schedule H