Original filing (PDF)20240509155314NAL0027848659001

INVESTORS BANK

Name: INVESTORS BANK — EMPLOYEE RETIREMENT PLAN OF SUMMIT FEDERAL SAVINGS BANK, Form 5500 (2022)
Creator: INVESTORS BANK

Form 5500-SF

FILING_RECEIVED

EMPLOYEE RETIREMENT PLAN OF SUMMIT FEDERAL SAVINGS BANK

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade A

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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVESTORS BANK.

Plan sponsor

Name

INVESTORS BANK

EIN

22-1368780

Address

101 JFK PARKWAY · SHORT HILLS, NJ · 070782716

Phone

(908) 273-8150

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

011

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2024-05-09

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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