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Form 5500 · Retirement plan · SOUTH EASTON, MA

NORTH EASTON SAVINGS BANK

The filing calls this plan NORTH EASTON SAVINGS BANK PENSION PLAN.

NORTH EASTON SAVINGS BANK of SOUTH EASTON, MA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by PRINCIPAL LIFE INSURANCE COMPANY. 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
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-1677530 · plan 001 · plan year 2023, filed Oct 8, 2024

Participants at the start of the year
95
Contracts on file
1
Contract value
$6,048,791
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 PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $6,048,791 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
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC0December$6,048,791$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
NORTH EASTON SAVINGS BANK
EIN 04-1677530

The plan administrator is from line 3a of the main form. We publish company names only.

What the plan holds

Plan assets at year end
$8,951,193
Paid out in benefits
$450,958
Participants at the start of the year
95
Participants with account balances
0

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

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