How big is Partners Bank's plan?

Partners Bank's plan reported $14.2M in assets and 25 participants for 2024.

Original filing (PDF)20250919155929NAL0003308080001

Partners Bank

Name: Partners Bank — The Retirement Plan of Partners Bank, Form 5500 (2024)
Creator: Partners Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Retirement Plan of Partners Bank

Defined-benefit pension plan · Partners Bank's The Retirement Plan of Partners Bank held $14.2M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

People on this filing

Jennifer Stauffis signed Partners Bank's 2024 Form 5500 as plan administrator.

Jennifer Stauffis — Plan Administrator — Form 5500 signer
Tammy Julian — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Partners Bank's EIN is 01-0154810.

EIN 01-0154810

Plan number 001

Plan year 2024

ACK ID 20250919155929NAL0003308080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Partners Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Partners Bank's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARTNERS BANK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off