Sbera Pension Plan As Adopted By Massachusetts Bankers Association — Form 5500 plan (Massachusetts Bankers Association)
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, Sbera Pension Plan As Adopted By Massachusetts Bankers Association is a benefit plan reported by Massachusetts Bankers Association under EIN 04-1589780 and plan number 001. The latest loaded filing year is 2023. The filing reports 38 participants and $12,647,564 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.6MPlan net assets, end of year$12,647,564
Participants38Covered participants reported
Assets / participant$332.8KComputed: assets ÷ participants$332,831 (computed)
Provider compensationNone reported
- Plan sponsor
- Massachusetts Bankers Association
- EIN
- 04-1589780
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I | 20250521111339NAL0001836849001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12.6M total assets
Net assets$12.6MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $12,647,564
- Net assets (EOY)
- $12,647,564
- Net assets (BOY)
- $10,665,985
Income & contributions
- Total income / additions
- $2,380,612
Expenses & distributions
- Benefits paid
- $399,033
- Total expenses
- $399,033
- Net increase / (decrease)
- $1,981,579
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.