Unibank Retirement Plan — Form 5500 plan (Unibank For Savings)
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, Unibank Retirement Plan is a benefit plan reported by Unibank For Savings under EIN 04-1927940 and plan number 002. The latest loaded filing year is 2023. The filing reports 390 participants and $36,597,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unibank For Savings
- EIN
- 04-1927940
- Plan number
- 002
- Plan type
- 2
- Location
- Whitinsville, MA
- Latest filing year
- 2023
- Participants
- 390
- End-of-year plan assets
- $36,597,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 390 | H, C | 20241007150537NAL0007706691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,597,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,597,955
- Net assets (BOY)
- $31,527,358
Income & contributions
- Employer contributions
- $1,296,971
- Participant contributions
- $1,712,379
- Total contributions
- $3,382,636
- Total income / additions
- $8,374,382
Expenses & distributions
- Benefits paid
- $3,275,506
- Administrative expenses
- $28,279
- Total expenses
- $3,303,785
- Net increase / (decrease)
- $5,070,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities | ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$11,721 | $0 | 2023 |