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Original filing (PDF)20251010110004NAL0004164403001
WEBSTER BANK, N. A.
Form 5500
FILING_RECEIVED
WEBSTER BANK PENSION PLAN
Defined-benefit pension plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
471
Accounts w/ balance
—
Plan assets (EOY)
$209.3M
Net assets (EOY)
$209.3M
How this plan invests
This plan
9 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "[DFE: BNYM-M DB SL LT CREDIT BIF (no filing on disk)]" is 42% of plan.
- 16 bps in Schedule C fees — 55% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
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
1 JERICHO PLAZA · WEBSTER PLAZA · JERICHO, NY · 11753
Phone
(516) 327-7657
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $325K | — |
Investments
1 direct security · 9 pooled funds· $189.7M(91% 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
$188.4M
9 holdings
Uncategorized
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNYM-M DB SL LT CREDIT BIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 062 | Common Collective Trust | — | — | $79.9M | 38.2% | |
| BNYM-M DB NSL ACWI EX-US FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 245 | Common Collective Trust | — | — | $30.3M | 14.5% | |
| BNYM-M DB SL LGUS T-STRIPS BIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 336 | Common Collective Trust | — | — | $28.1M | 13.4% | |
| BNYM-M DB SL INT GOVT BIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 061 | Common Collective Trust | — | — | $17.1M | 8.2% | |
| BNYM-M DB NSL MC SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 236 | Common Collective Trust | — | — | $12.9M | 6.2% | |
| BNYM-M DB NSL LT GOVT BIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 276 | Common Collective Trust | — | — | $9.1M | 4.4% | |
| BNYM-M DB NSL SC SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 235 | Common Collective Trust | — | — | $8.4M | 4.0% | |
| BNYM-M DB NSL SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 215 | Common Collective Trust | — | — | $1.3M | 0.6% | |
| [DFE: EB TEMPORARY INVESTMENT FUND OF THE BANK OF NEW YORK MELLON (extraction pending)] | — | — | — | $1.3M | 0.6% | |
| EB TEMP INV FF VAR RT 12/31/49 FEE THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $1.3M | 0.6% |
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