Plan5500

Cambridge Bancorp Employee Retirement Plan — Form 5500 plan (Cambridge Trust Company)

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, Cambridge Bancorp Employee Retirement Plan is a benefit plan reported by Cambridge Trust Company under EIN 04-1145370 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $54,128,324 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cambridge Trust Company
EIN
04-1145370
Plan number
001
Plan type
2
Location
Burlington, MA
Latest filing year
2023
Participants
319
End-of-year plan assets
$54,128,324

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20241011084715NAL0022435041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,128,324
Total liabilities (EOY)
$0
Net assets (EOY)
$54,128,324
Net assets (BOY)
$50,359,461

Income & contributions

Total contributions
$0
Total income / additions
$5,852,298

Expenses & distributions

Benefits paid
$1,937,299
Administrative expenses
$146,136
Total expenses
$2,083,435
Net increase / (decrease)
$3,768,863

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brown AdvisoryN/A$129,267not reported in the loaded dataset2023
Charles Schwab Trust CompanyN/A$16,869not reported in the loaded dataset2023

Related Form 5500 pages