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Original filing (PDF)20250917092025NAL0000429426001
WEBSTER BANK, N.A.
Form 5500
FILING_RECEIVED
WEBSTER BANK RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
4,326
Accounts w/ balance
6,499
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
20 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEBSTER BANK, N.A..
Plan sponsor
Name
WEBSTER BANK, N.A.
EIN
06-0273620
Address
ONE JERICHO PLAZA · JERICHO, NY · 11753
Phone
(516) 327-7503
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $211K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | 75-0786316 | — | ACCOUNTANT/AUDITOR | $38K | — |
Investments
14 direct securities · 20 pooled funds· $1.2B(100% of reported assets)
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.
Common Collective Trust
$831.5M
20 holdings
Uncategorized
$356.0M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $178.9M | 15.8% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $122.6M | 10.9% | |
| Webster Financial Corporation 1,549,618 shares | — | — | — | $85.6M | 7.6% | |
| VANGUARD TARGET 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $72.1M | 6.4% | |
| VANGUARD TARGET 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $62.7M | 5.6% | |
| Dodge & Cox Stock Fund Class X 229,519 shares | — | — | — | $59.0M | 5.2% | |
| VANGUARD TARGET 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $48.7M | 4.3% | |
| Fidelity Managed Income Portfolio II Class 2 50,655,432 units | — | — | — | $47.7M | 4.2% | |
| MIP II CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $47.7M | 4.2% | |
| VANGUARD TARGET 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $46.7M | 4.1% | |
| VANGUARD TARGET 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $42.9M | 3.8% | |
| VANGUARD TARGET 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $39.8M | 3.5% | |
| Fidelity Investments Money Market Treasury Only Institutional Class 37,727,160 shares | — | — | — | $37.7M | 3.3% | |
| FID MID CAP STK CP Z FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 149 | Common Collective Trust | — | — | $32.6M | 2.9% | |
| JPMCB CORE PL BD CF JPMORGAN CHASE BANK, N.A. · EIN 81-2849512 / PN 001 | Common Collective Trust | — | — | $30.9M | 2.7% | |
| Invesco Discovery Fund Class R6 217,162 shares | — | — | — | $27.3M | 2.4% | |
| VANGUARD TARGET INC TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $26.5M | 2.3% | |
| Fidelity Diversified International K6 Fund 1,813,172 shares | — | — | — | $25.7M | 2.3% | |
| VANGUARD TARGET 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $21.3M | 1.9% | |
| VANGUARD TARGET 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $15.6M | 1.4% | |
| Spartan Extended Market Index Pool Class C 85,372 units | — | — | — | $14.6M | 1.3% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $14.6M | 1.3% | |
| Vanguard Total Bond Market Index Fund Institutional Shares 1,328,537 shares | — | — | — | $12.6M | 1.1% | |
| Dodge & Cox International Stock Fund Class X 232,127 shares | — | — | — | $11.6M | 1.0% | |
| VANGUARD TARGET 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $11.0M | 1.0% | |
| MFS Mid Cap Value Fund Class R6 340,376 shares | — | — | — | $10.8M | 1.0% | |
| Varying maturity dates with interest rates ranging ** * Notes receivable from participants from 3.25% to 9.50% | — | — | — | $10.1M | 0.9% | |
| DFA U.S. Targeted Value Portfolio Institutional Class 273,456 shares | — | — | — | $9.4M | 0.8% | |
| EAGLE MID CAP GR F ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $7.6M | 0.7% | |
| SP INTL INDEX C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $5.7M | 0.5% | |
| VANGUARD TARGET 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.3% | |
| The Hartford World Bond Fund Class R6 248,119 shares | — | — | — | $2.5M | 0.2% | |
| Principal Real Estate Securities Fund Class R6 51,866 shares | — | — | — | $1.5M | 0.1% | |
| VANGUARD TARGET 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $376K | <0.1% |