2023 Form 5500 filing — Liberty Bank Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009130744NAL0009225347001) for Liberty Bank Pension Plan, reported by Liberty Bank under EIN 06-0452570 and plan number 001. It reports 1,288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009130744NAL0009225347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Bank
- EIN
- 06-0452570
- Plan number
- 001
- Location
- Middletown, CT
- Participants
- 1,288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $145,793,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $145,793,215
- Employer contributions
- $5,000,000
- Total income / additions
- $21,075,892
- Benefits paid
- $6,346,654
- Administrative expenses
- $465,893
- Total expenses
- $6,812,547
- Net increase / (decrease)
- $14,263,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nepc LLC | NONE | $175,725 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $78,672 | not reported in the loaded dataset |
| Grant Thornton | NONE | $57,500 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $31,500 | not reported in the loaded dataset |