Marilyn DUNN signed Connectone Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
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 a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY CO | 71-0294708 | — | NONE | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPAS ACTUARIAL AND PENSION SERVICES | 30-0192194 | — | NONE | $11K | — |
| SAIPH CAPITAL | 86-2052065 |
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 | |||||
|---|---|---|---|---|---|---|
| iShares | Other securities | — | $1.3M | $3.8M | 24.0% | |
| Voya Retirement Insurance and Annuity Company | Common Stocks | — | — | $2.5M | 16.1% | |
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.5M | 16.1% | |
| Vanguard | Mutual Funds | — | $718K | $1.8M | 11.2% | |
| SPDR | Other securities | — | $717K | $1.8M | 11.2% | |
| SPDR | Other securities | — | $889K | $888K | 5.7% | |
| iShares | Other securities | — | $406K | $855K | 5.4% | |
| JP Morgan | Other securities | — | $736K | $693K | 4.4% | |
| JP Morgan | Other securities | — | $658K | $653K | 4.2% | |
| BlackRock | Other securities | — | $637K | $642K | 4.1% | |
| Lord Abbett | Mutual Funds | — | $256K | $605K | 3.9% | |
| Invesco | Mutual Funds | — | $200K | $392K | 2.5% | |
| ConnectOne Bank | Other securities | — | $179K | $286K | 1.8% | |
| Goldman Sachs | Other securities | — | $265K | $268K | 1.7% | |
| Lord Abbett | Mutual Funds | — | $717K | $261K | 1.7% | |
| PGIM | Other securities | — | $176K | $164K | 1.0% | |
| iShares | Other securities | — | $82K | $85K | 0.5% | |
| iShares | Other securities | — | $35K | $36K | 0.2% | |
| iShares | Other securities | — | $15K | $22K | 0.1% | |
| iShares | Other securities | — | $15K | $19K | 0.1% | |
| JP Morgan | Other securities | — | $15K | $15K | <0.1% | |
| PIMCO | Mutual Funds | — | $14K | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $6K |
| — |
