The Defined Benefit Plan Of The Institution For Savings In Newburyport — Form 5500 plan (Institution For Savings In Newburyport)
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, The Defined Benefit Plan Of The Institution For Savings In Newburyport is a benefit plan reported by Institution For Savings In Newburyport under EIN 92-1546128 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $65,295,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Institution For Savings In Newburyport
- EIN
- 92-1546128
- Plan number
- 001
- Plan type
- 2
- Location
- Newburyport, MA
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $65,295,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20250616125745NAL0002368226001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,295,036
- Total liabilities (EOY)
- $62,225
- Net assets (EOY)
- $65,232,811
- Net assets (BOY)
- $49,522,790
Income & contributions
- Employer contributions
- $2,000,000
- Participant contributions
- $0
- Total contributions
- $2,000,000
- Total income / additions
- $17,123,536
Expenses & distributions
- Benefits paid
- $760,471
- Administrative expenses
- $653,044
- Total expenses
- $1,413,515
- Net increase / (decrease)
- $15,710,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Coop. Banks Employees Ret Assn. | PLAN ADMINISTRATOR | $158,773 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | INVESTMENT MGMT | $97,708 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | INVESTMENT ADVISOR | $76,815 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | INVESTMENT MGMT | $64,829 | not reported in the loaded dataset | 2023 |
| Select Equity Group, L.P. | INVESTMENT MGMT | $60,844 | not reported in the loaded dataset | 2023 |
| Agilis Partners LLC | ACTUARY | $32,650 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | CUSTODIAL SECURITIES | $30,879 | $0 | 2023 |
| Copeland Capital Management, LLC | INVESTMENT MGMT | $26,238 | not reported in the loaded dataset | 2023 |
| Blackrock Institution Trust Co. | INVESTMENT MGMT | $25,250 | $0 | 2023 |
| Mondrian Investment Group | INVESTMENT MGMT | $24,330 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset | INVESTMENT MGMT | $19,142 | $0 | 2023 |
| Legal & General Invest Mgmt America | INVESTMENT MGMT | $8,329 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Institution For Savings In Newburyport
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Newburyport, MA
- Coop. Banks Employees Ret Assn. — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Select Equity Group, L.P. — Schedule C compensation
- Agilis Partners LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Copeland Capital Management, LLC — Schedule C compensation
- Blackrock Institution Trust Co. — Schedule C compensation
- Mondrian Investment Group — Schedule C compensation
- Fidelity Institutional Asset — Schedule C compensation
- Legal & General Invest Mgmt America — Schedule C compensation