Berkshire Bank 401(K) Plan — Form 5500 plan (Berkshire 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, Berkshire Bank 401(K) Plan is a benefit plan reported by Berkshire Bank under EIN 04-3312097 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,744 participants and $164,534,981 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berkshire Bank
EIN
04-3312097
Plan number
002
Plan type
2
Location
Pittsfield, MA
Latest filing year
2023
Participants
1,744
End-of-year plan assets
$164,534,981

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,744H, C20241004085141NAL0006517731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$164,534,981
Total liabilities (EOY)
$0
Net assets (EOY)
$164,534,981
Net assets (BOY)
$149,605,917

Income & contributions

Employer contributions
$3,147,280
Participant contributions
$7,386,463
Total contributions
$13,013,307
Total income / additions
$35,957,802

Expenses & distributions

Benefits paid
$20,882,689
Administrative expenses
$146,951
Total expenses
$21,028,738
Net increase / (decrease)
$14,929,064

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$117,856$02023
Vanguard Advisers Inc.NONE$33,472not reported in the loaded dataset2023

Related Form 5500 pages