Sbera Trust Number 1 — Form 5500 plan (Savings Banks Employees Retirement Association)
Plain-English plan 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, Sbera Trust Number 1 is a benefit plan reported by Savings Banks Employees Retirement Association under EIN 04-2004337 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $2,086,647,245 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Savings Banks Employees Retirement Association
- EIN
- 04-2004337
- Plan number
- 001
- Plan type
- 4
- Location
- Woburn, MA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $2,086,647,245
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20250521105129NAL0001798899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,086,647,245
- Total liabilities (EOY)
- $2,695,450
- Net assets (EOY)
- $2,083,951,795
- Net assets (BOY)
- $1,736,866,655
Income & contributions
- Employer contributions
- $16,755,857
- Participant contributions
- $36,727,512
- Total contributions
- $53,483,369
- Total income / additions
- $468,719,358
Expenses & distributions
- Benefits paid
- $117,883,117
- Administrative expenses
- $3,751,101
- Total expenses
- $121,634,218
- Net increase / (decrease)
- $347,085,140
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.