form5500lookup

Form 5500 · Retirement plan · UNION, NJ

CONNECTONE BANK

The filing calls this plan UNION CENTER NATIONAL BANK PENSION TRUST.

CONNECTONE BANK of UNION, NJ's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-1172127 · plan 002 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
170
Contracts on file
1
Contract value
$1,201
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $1,201 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC164December$1,201$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CONNECTONE BANK
EIN 20-1172127
VOYA RETIREMENT INS & ANNUITY CO
Named on Schedule C · EIN 71-0294708
$44,834
paid directly by the plan
BPAS ACTUARIAL AND PENSION SERVICES
Named on Schedule C · EIN 30-0192194
$10,500
paid directly by the plan
SAIPH CAPITAL
Named on Schedule C · EIN 86-2052065
$6,084
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$15,704,063
Paid out in benefits
$1,133,687
Participants at the start of the year
170

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 35-0921680
CROWE LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

Other plans filed by this employer

Welfare Benefits PlanInsured benefit plan · 3 Schedule A contractsRenews ~Jan 1401k PlanRetirement plan · 1 Schedule A contract

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