2023 Form 5500 filing — Pension Plan For Employees Of Centreville Savings Bank
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 20241011134253NAL0021963409001) for Pension Plan For Employees Of Centreville Savings Bank, reported by Centreville Savings Bank under EIN 05-0118560 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134253NAL0021963409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Centreville Savings Bank
- EIN
- 05-0118560
- Plan number
- 001
- Location
- West Warwick, RI
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,892,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,892,942
- Employer contributions
- $944,371
- Total income / additions
- $2,939,924
- Benefits paid
- $2,002,768
- Administrative expenses
- $240,152
- Total expenses
- $2,242,920
- Net increase / (decrease)
- $697,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $75,964 | not reported in the loaded dataset |
| Gray, Gray & Gray, Llp | AUDITOR | $27,000 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | ACTUARY | $10,846 | not reported in the loaded dataset |
| Broadridge Matrix Trust | TRUSTEE | $5,402 | $0 |