Union Center National Bank Pension Trust — Form 5500 plan (Connectone 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, Union Center National Bank Pension Trust is a benefit plan reported by Connectone Bank under EIN 20-1172127 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $14,615,300 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connectone Bank
- EIN
- 20-1172127
- Plan number
- 002
- Plan type
- 2
- Location
- Union, NJ
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $14,615,300
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241008160904NAL0030473680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,615,300
- Total liabilities (EOY)
- $11,280
- Net assets (EOY)
- $14,604,020
- Net assets (BOY)
- $13,258,120
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $2,153,265
Expenses & distributions
- Benefits paid
- $685,308
- Administrative expenses
- $122,057
- Total expenses
- $807,365
- Net increase / (decrease)
- $1,345,900
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins & Annuity Co | NONE | $30,204 | $5,295 | 2023 |
| Bpas Actuarial And Pension Services | NONE | $9,750 | $0 | 2023 |
| Saiph Capital | NONE | $7,066 | not reported in the loaded dataset | 2023 |