Original filing (PDF)20250521111339NAL0001836849001

MASSACHUSETTS BANKERS ASSOCIATION

Name: MASSACHUSETTS BANKERS ASSOCIATION — SBERA PENSION PLAN AS ADOPTED BY MASSACHUSETTS BANKERS ASSOCIATION, Form 5500 (2023)
Creator: MASSACHUSETTS BANKERS ASSOCIATION

Form 5500

FILING_RECEIVED

SBERA PENSION PLAN AS ADOPTED BY MASSACHUSETTS BANKERS ASSOCIATION

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

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

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASSACHUSETTS BANKERS ASSOCIATION.

Plan sponsor

Name

MASSACHUSETTS BANKERS ASSOCIATION

EIN

04-1589780

Address

ONE WASHINGTON MALL · 8TH FLOOR · BOSTON, MA · 021083906

Phone

(617) 523-7595

Industry

Finance & Insurancesee all

Plan administrator

Name

NRS, LLC

EIN

81-5146046

City

WOBURN, MA

Phone

(781) 938-6559

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-05-21

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $12.6M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
SBERA COMMON AND COLLECTIVE TRUST SBERA · EIN 04-2004337 / PN 001	Common Collective Trust	$12.6M	100.0%

1–1 of 1

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