Search public Form 5500 filings

21 results

Companies

planNeedham Bank 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Needham BankEIN: 84-3556185Plan: 003Participants: 340Assets: $46,035,397Location: Needham, MALatest: 2023
planNeedham Bank Employee Stock Ownership PlanFinancial statement2023 filing
Sponsor: Needham BankEIN: 84-3556185Plan: 002Participants: 284Assets: $13,446,450Location: Needham, MALatest: 2023
planNeedham Bank Group Accidental Death & Dismemberment And Long Term Disability Plan2023 filing
Sponsor: Needham BankEIN: 84-3556185Plan: 501Participants: 321Assets: not reported in the loaded datasetLocation: Needham, MALatest: 2023
planNeedham Bank Health Reimbursement Arrangement Plan2023 filing
Sponsor: Needham BankEIN: 84-3556185Plan: 505Participants: 272Assets: not reported in the loaded datasetLocation: Needham, MALatest: 2023
planNeedham Bank Flexible Spending Plan2023 filing
Sponsor: Needham BankEIN: 84-3556185Plan: 506Participants: 133Assets: not reported in the loaded datasetLocation: Needham, MALatest: 2023
planNeedham Bank Vision Service Plan2023 filing
Sponsor: Needham BankEIN: 84-3556185Plan: 508Participants: 203Assets: not reported in the loaded datasetLocation: Needham, MALatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Needham Bank Employee Stock Ownership Plan
Sponsor: Needham BankEIN: 84-3556185Plan: 002Ack ID: 20251008140536NAL0013591458001
filing2023 Form 5500 — Needham Bank 401(K) Plan
Sponsor: Needham BankEIN: 84-3556185Plan: 003Ack ID: 20240701091442NAL0002684467001
filing2023 Form 5500 — Needham Bank Group Accidental Death & Dismemberment And Long Term Disability Plan
Sponsor: Needham BankEIN: 84-3556185Plan: 501Ack ID: 20240621120520NAL0005237346001
filing2023 Form 5500 — Needham Bank Health Reimbursement Arrangement Plan
Sponsor: Needham BankEIN: 84-3556185Plan: 505Ack ID: 20240228093745NAL0022286930001
filing2023 Form 5500 — Needham Bank Flexible Spending Plan
Sponsor: Needham BankEIN: 84-3556185Plan: 506Ack ID: 20240228093240NAL0015463840001
filing2023 Form 5500 — Needham Bank Vision Service Plan
Sponsor: Needham BankEIN: 84-3556185Plan: 508Ack ID: 20240621120218NAL0002838545001