Pension Plan For Employees Of Centreville Savings Bank — Form 5500 plan (Centreville Savings 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, Pension Plan For Employees Of Centreville Savings Bank is a benefit plan reported by Centreville Savings Bank under EIN 05-0118560 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $19,892,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centreville Savings Bank
- EIN
- 05-0118560
- Plan number
- 001
- Plan type
- 2
- Location
- West Warwick, RI
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $19,892,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241011134253NAL0021963409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,892,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,892,942
- Net assets (BOY)
- $19,195,938
Income & contributions
- Employer contributions
- $944,371
- Total contributions
- $944,371
- Total income / additions
- $2,939,924
Expenses & distributions
- Benefits paid
- $2,002,768
- Administrative expenses
- $240,152
- Total expenses
- $2,242,920
- Net increase / (decrease)
- $697,004
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $75,964 | not reported in the loaded dataset | 2023 |
| Gray, Gray & Gray, Llp | AUDITOR | $27,000 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | ACTUARY | $10,846 | not reported in the loaded dataset | 2023 |
| Broadridge Matrix Trust | TRUSTEE | $5,402 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centreville Savings Bank
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in West Warwick, RI
- Morgan Stanley — Schedule C compensation
- Gray, Gray & Gray, Llp — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Broadridge Matrix Trust — Schedule C compensation