Connectone Bank's EIN is 20-1172127.
Download the official 2024 Form 5500 (PDF) for Connectone Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Connectone Bank's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | HARTFORD, CT | INVESTMENT ADVISORY (PAR | $0 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGRD 500 INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7.8M | 13.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2040 Fund Inv | Mutual Funds | — | — | $4.0M | 6.6% | |
| VANGRD TRGT RETIRE 2040 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.0M | 6.6% | |
| Voya Retirement Insurance and Annuity Company JPMorgan Large Cap Growth Fund R6 | Common Stocks | — | — | $3.9M | 6.5% | |
| JPMORGAN LGCP GRW FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.9M | 6.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2050 Fund Inv | Mutual Funds | — | — | $3.6M | 6.1% | |
| VANGRD TRGT RETIRE 2050 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.6M | 6.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2045 Fund Inv | Mutual Funds | — | — | $3.6M | 6.1% | |
| VANGRD TRGT RETIRE 2045 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.6M | 6.1% | |
| VOYA FIXED ACCOUNT (4062) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.2M | 5.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2030 Fund Inv | Mutual Funds | — | — | $3.1M | 5.3% | |
| VANGRD TRGT RETIRE 2030 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.1M | 5.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2035 Fund Inv | Mutual Funds | — | — | $3.0M | 5.1% | |
| VANGRD TRGT RETIRE 2035 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.0M | 5.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2055 Fund Inv | Mutual Funds | — | — | $3.0M | 5.0% | |
| VANGRDGTT RRETIRE 2055 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.0M | 5.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2025 Fund Inv | Mutual Funds | — | — | $2.7M | 4.5% | |
| VANGRD TRGT RETIRE 2025 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.7M | 4.5% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.0M | 3.3% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.7M | 2.9% | |
| AMERICAN FUNDS WASH MUTUAL R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.5M | 2.6% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.5M | 2.6% | |
| AMERICAN FUNDS AM BALANCED R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.5M | 2.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2060 Fund Inv | Mutual Funds | — | — | $1.4M | 2.3% | |
| VANGRD TRGT RETIRE 2060 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 2.3% | |
| VANGRD SMALL-CAP INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.3M | 2.1% | |
| AMERICAN FUNDS NEW WORLD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.2M | 2.0% | |
| MFS INTERNATIONAL GRW FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.1M | 1.8% | |
| Money Market Fund Invesco Government Money Market Fund ** 236 Other * Participant Loans Maturing 2025 through 2044 at ** interest rates of 4.25% - 9.50% | Mutual Funds | — | — | $950K | 1.6% | |
| * ConnectOne Common Stock | Common Stocks | — | — | $874K | 1.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2065 Fund Inv | Mutual Funds | — | — | $766K | 1.3% | |
| VANGRD TRGT RETIRE 2065 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $766K | 1.3% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $540K | 0.9% | |
| DFA US TARGETED VL PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $530K | 0.9% | |
| AMCEN MID CAP VALUE FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $525K | 0.9% | |
| BRANDYWINEGLOBAL GLB OPP BD IS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $522K | 0.9% | |
| Sub-Accounts (Continued) * Voya Retirement Insurance and Annuity Company Vanguard Target Retirement Income Fund Inv | Pooled Separate Accounts | — | — | $505K | 0.8% | |
| VANGRD TRGT RETIRE INC FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $505K | 0.8% | |
| Voya Retirement Insurance and Annuity Company ClearBridge Small Cap Growth Fund IS | Common Stocks | — | — | $482K | 0.8% | |
| RBRG SMCP GRW FD IS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $482K | 0.8% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2020 Fund Inv | Mutual Funds | — | — | $470K | 0.8% | |
| VANGRD TRGT RETIRE 2020 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $470K | 0.8% | |
| PIMCO REAL RETURN FUND INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $452K | 0.8% | |
| EATON VANCE ATL CP SMIDCP F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $413K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Vanguard LifeStrat Growth Fund Inv | Mutual Funds | — | — | $398K | 0.7% | |
| VANGRD LIFESTRAT GRW FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $398K | 0.7% | |
| PGIM HIGH YIELD FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $312K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard LifeStrat Mod Growth Fund Inv | Mutual Funds | — | — | $220K | 0.4% | |
| VANGRD LIFESTRAT MD GRW FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $220K | 0.4% | |
| MFS VALUE FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $184K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOREN D. STARK COMPANY | — | HOUSTON, TX | THIRD PARTY ADMINISTRATO | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAIPH CAPITAL, LLC | 86-2052065 | — | SERVICE PROVIDER | $0 | — |
