Original filing (PDF)20230908092753NAL0016219537001

Eastern Bank

Name: Eastern Bank — Sbera 401(k) Plan AS Adopted by, Form 5500 (2022)
Creator: Eastern Bank
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sbera 401(k) Plan AS Adopted by Century Bancorp, Inc.

401(k) retirement plan · Eastern Bank's Sbera 401(k) Plan AS Adopted by Century Bancorp, Inc. filed a Form 5500 for plan year 2022.

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Thomas Forese, Jr. signed Eastern Bank's 2022 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

Eastern Bank's EIN is 04-3067724.

EIN 04-3067724

Plan number 006

Plan year 2022

ACK ID 20230908092753NAL0016219537001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Eastern Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Eastern Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

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

EASTERN BANK

EIN

all filings

Address

195 MARKET ST · LYNN, MA · 01901

Phone

(781) 598-7909

Industry

Management of Companies / Holdings

Plan administrator

Name

THOMAS FORESE JR.

EIN

22-3244797

City

WOBURN, MA

Phone

(781) 938-6559

Plan characteristics

Plan number

006

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-30

Filed

2023-09-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

1 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CARON & BLETZER, PLLC	—	KINGSTON, NH	AUDITOR	$6K	—

Investments

1 pooled fund· $0

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.