Plan5500

St Mary'S Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan — Form 5500 plan (St Mary'S Bank)

Plain-English plan 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, St Mary'S Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan is a benefit plan reported by St Mary'S Bank under EIN 02-0187390 and plan number 001. The latest loaded filing year is 2023. The filing reports 393 participants and $41,697,780 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St Mary'S Bank
EIN
02-0187390
Plan number
001
Plan type
2
Location
Manchester, NH
Latest filing year
2023
Participants
393
End-of-year plan assets
$41,697,780

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023393H, C20241009133421NAL0009269971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,697,780
Total liabilities (EOY)
$0
Net assets (EOY)
$41,697,780
Net assets (BOY)
$38,867,743

Income & contributions

Total contributions
$0
Total income / additions
$5,664,353

Expenses & distributions

Benefits paid
$2,729,529
Administrative expenses
$104,787
Total expenses
$2,834,316
Net increase / (decrease)
$2,830,037

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$97,615not reported in the loaded dataset2023
Trusteed Retirement ProgramNONE$7,172not reported in the loaded dataset2023

Related Form 5500 pages