How big is Massachusetts Bankers Association's plan?

Massachusetts Bankers Association's plan covered 15 participants for 2023.

Original filing (PDF)20250521111339NAL0001836849001

Massachusetts Bankers Association

Name: Massachusetts Bankers Association — Sbera Pension, Form 5500 (2023)
Creator: Massachusetts Bankers Association
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sbera Pension Plan AS Adopted by Massachusetts Bankers Association

Defined-benefit pension plan · Massachusetts Bankers Association's Sbera Pension Plan AS Adopted by Massachusetts Bankers Association covered 15 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

People on this filing

Thomas Forese, Jr. signed Massachusetts Bankers Association's 2023 Form 5500 as plan administrator.

Thomas Forese, Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Massachusetts Bankers Association's EIN is 04-1589780.

EIN 04-1589780

Plan number 001

Plan year 2023

ACK ID 20250521111339NAL0001836849001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Massachusetts Bankers Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Massachusetts Bankers Association's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

MASSACHUSETTS BANKERS ASSOCIATION

EIN

all filings

Address

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

Phone

(617) 523-7595

Industry

Finance & Insurance

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.