Standard Contracts
UNITED BANK SPLIT DOLLAR LIFE INSURANCE AGREEMENT This Split Dollar Agreement ("Agreement") is entered into by United Bank ("Bank") and Keith E. Harvey ("Insured") on December 20, 2007 ("Effective Date") with respect to certain life insurance policies...Split Dollar Life Insurance Agreement • January 2nd, 2008 • United Financial Bancorp, Inc. • Savings institution, federally chartered • Massachusetts
Contract Type FiledJanuary 2nd, 2008 Company Industry Jurisdiction
SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • January 6th, 2014 • Square 1 Financial Inc • State commercial banks • North Carolina
Contract Type FiledJanuary 6th, 2014 Company Industry JurisdictionTHIS AGREEMENT (the “Agreement”) is made and entered into this 20th day of June, 2012, by and between Square 1 Bank, a North Carolina bank, located in Durham, NC (the “Bank”), and Judith Erwin, a current employee of the Bank (hereinafter referred to as the “Employee”).
ROMA BANK SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • March 3rd, 2014 • Investors Bancorp Inc • Savings institution, federally chartered • New Jersey
Contract Type FiledMarch 3rd, 2014 Company Industry JurisdictionTHIS SPLIT DOLLAR LIFE INSURANCE AGREEMENT (the “Agreement”) is entered into this 15th day of February, 2012, by and between Roma Bank, a savings association located in Robbinsville, New Jersey (the “Bank”), and Dennis Bone (the “Director”).
FIRST NATIONAL BANK OF NORTHERN CALIFORNIA AMENDED AND RESTATED SPLIT DOLLAR LIFE INSURANCE AGREEMENT FIRST NATIONAL BANK OF NORTHERN CALIFORNIA AMENDED AND RESTATED SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • May 5th, 2020 • California
Contract Type FiledMay 5th, 2020 JurisdictionTHIS SPLIT DOLLAR LIFE INSURANCE AGREEMENT (the “Agreement”), entered into this 27th day of May, 2016, AMENDS AND RESTATES the agreement originally entered into on February 15, 2012, by and between FIRST NATIONAL BANK OF NORTHERN CALIFORNIA, a national bank organized under the laws of the United States, located in South San Francisco, California (the “Bank”), and RANDY BRUGIONI (the “Executive”).
SALISBURY BANK AND TRUST COMPANY SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • August 11th, 2022 • Salisbury Bancorp, Inc. • Savings institution, federally chartered • Connecticut
Contract Type FiledAugust 11th, 2022 Company Industry JurisdictionTHIS AGREEMENT (the “Agreement”) is made and entered into this 11th day of August, 2022, by and between Salisbury Bank and Trust Company, a banking corporation, located in Lakeville, CT (the “Bank”), and Stephen Scott, a current employee of the Bank (hereinafter referred to as the “Employee”).
SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • November 13th, 2000 • Wachovia Corp/ Nc • National commercial banks • North Carolina
Contract Type FiledNovember 13th, 2000 Company Industry Jurisdiction
Prime Meridian Bank SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • March 9th, 2023 • Prime Meridian Holding Co • State commercial banks • Florida
Contract Type FiledMarch 9th, 2023 Company Industry JurisdictionTHIS SPLIT DOLLAR LIFE INSURANCE AGREEMENT (the “Agreement”) is made and entered into this 1st day of January, 2022, by and between Prime Meridian Bank (the “Bank”), and Kyle Phelps (the "Insured").
CENTURY BANK AND TRUST COMPANY SPLIT DOLLAR LIFE INSURANCE AGREEMENT (As amended and restated, effective as of February 17, 2021) Economic Benefit Regime – Endorsement MethodSplit Dollar Life Insurance Agreement • February 18th, 2021 • Century Bancorp Inc • State commercial banks • Massachusetts
Contract Type FiledFebruary 18th, 2021 Company Industry JurisdictionTHIS SPLIT DOLLAR LIFE INSURANCE AGREEMENT, AS AMENDED AND RESTATED, (the “Agreement”) is made and entered into effective as of February 17, 2021, by and between Century Bank and Trust Company (the “Bank”), a bank organized and existing under the laws of the Commonwealth of Massachusetts, and Barry R. Sloane (the “Insured”).
SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • November 13th, 2000 • Wachovia Corp/ Nc • National commercial banks • North Carolina
Contract Type FiledNovember 13th, 2000 Company Industry Jurisdiction
SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • March 31st, 1997 • Vmark Software Inc • Services-prepackaged software • Massachusetts
Contract Type FiledMarch 31st, 1997 Company Industry Jurisdiction
EX-10.(O) 2 dex10o.htm SPLIT DOLLAR LIFE INSURANCE AGREEMENT Split Dollar Life Insurance Agreement with Lee Johnson, Jr. SPLIT DOLLAR LIFE INSURANCE AGREEMENT ENDORSEMENT METHODSplit Dollar Life Insurance Agreement • May 5th, 2020 • North Carolina
Contract Type FiledMay 5th, 2020 JurisdictionTHIS SPLIT DOLLAR LIFE INSURANCE AGREEMENT (“Agreement”) is made this 2nd day of September, 2003, between Mechanics and Farmers Bank, a bank organized and existing under the laws of the State of North Carolina (the “Bank”), and Lee Johnson, Jr., an executive employee of the Bank or one of its subsidiary corporations (the “Executive”).
RECITALS:Split-Dollar Life Insurance Agreement • January 31st, 2003 • Nci Building Systems Inc • Prefabricated metal buildings & components • Texas
Contract Type FiledJanuary 31st, 2003 Company Industry Jurisdiction
RECITALS:Split-Dollar Life Insurance Agreement • January 31st, 2003 • Nci Building Systems Inc • Prefabricated metal buildings & components • Texas
Contract Type FiledJanuary 31st, 2003 Company Industry Jurisdiction
EXHIBIT 10.1 ATLANTIC COAST BANK AMENDED AND RESTATED SPLIT DOLLAR LIFE INSURANCE AGREEMENT This Split Dollar Agreement ("Agreement") amends and restates and supercedes in its entirety the split dollar agreement executed by Atlantic Coast Bank...Split Dollar Life Insurance Agreement • November 9th, 2006 • Atlantic Coast Federal Corp • Savings institution, federally chartered • Georgia
Contract Type FiledNovember 9th, 2006 Company Industry Jurisdiction
THE SIMSBURY BANK & TRUST COMPANY, INC. SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • April 29th, 2014 • SBT Bancorp, Inc. • State commercial banks • Connecticut
Contract Type FiledApril 29th, 2014 Company Industry JurisdictionTHIS SPLIT DOLLAR LIFE INSURANCE AGREEMENT (the “Agreement”) is adopted this 29th day of April, 2014, by and between THE SIMSBURY BANK & TRUST COMPANY, INC., a state-chartered commercial bank located in Simsbury, Connecticut (the “Bank”) and Richard J. Sudol (the “Employee”).
OCEAN CITY HOME BANK SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • August 27th, 2004 • Ocean Shore Holding Co • New Jersey
Contract Type FiledAugust 27th, 2004 Company JurisdictionTHIS AGREEMENT entered into this 18th day of December, 2002 by and between OCEAN CITY HOME BANK (the “Bank”), a federally-chartered savings bank, and STEVEN BRADY (the “Employee”).
FIRST CAPITAL BANCORP SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • December 15th, 2011 • First Capital Bancorp, Inc. • State commercial banks
Contract Type FiledDecember 15th, 2011 Company IndustryThis Split Dollar Life Insurance Agreement (“Agreement”) is made and entered into by and between First Capital Bancorp (the “Company”) and Gary Armstrong (the “Insured”).
Prime Meridian Bank SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • August 6th, 2021 • Prime Meridian Holding Co • State commercial banks • Florida
Contract Type FiledAugust 6th, 2021 Company Industry JurisdictionTHIS SPLIT DOLLAR LIFE INSURANCE AGREEMENT (the “Agreement”) is made and entered into this 1st day of January, 2019, by and between Prime Meridian Bank (the “Bank”), and Sammie D. Dixon, Jr. (the "Insured").
BETWEENSplit Dollar Life Insurance Agreement • April 1st, 2002 • Foamex International Inc • Plastics foam products • Delaware
Contract Type FiledApril 1st, 2002 Company Industry Jurisdiction
SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • February 28th, 2024 • Wilson Bank Holding Co • National commercial banks • Tennessee
Contract Type FiledFebruary 28th, 2024 Company Industry JurisdictionTHIS AGREEMENT (the “Agreement”) is made and entered into this 19th day of November, 2018, by and between Wilson Bank & Trust, a banking corporation, located in Wilson County, Tennessee (the “Bank”), and TAYLOR WALKER, a current employee of the Bank (hereinafter referred to as the “Employee”).
Investar Bank SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • March 1st, 2018 • Investar Holding Corp • State commercial banks • Louisiana
Contract Type FiledMarch 1st, 2018 Company Industry JurisdictionTHIS SPLIT DOLLAR LIFE INSURANCE AGREEMENT (the “Agreement”) is made and entered into this 28th day of February, 2018, by and between Investar Bank (the “Bank”), a banking corporation organized and existing under the laws of the State of Louisiana, and (the “Insured”).
SPLIT-DOLLAR LIFE INSURANCE AGREEMENTSplit-Dollar Life Insurance Agreement • April 20th, 2015 • People's Utah Bancorp • State commercial banks
Contract Type FiledApril 20th, 2015 Company IndustryIn consideration of the mutual promises set forth herein, the Bank and the Insured intend to be legally bound and agree as follows:
SAVINGS INSTITUTE SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • March 19th, 2019 • SI Financial Group, Inc. • Savings institution, federally chartered • Connecticut
Contract Type FiledMarch 19th, 2019 Company Industry JurisdictionTHIS AGREEMENT entered into this 17th day of June, 2003 by and between the Savings Institute (the “Bank”), a Connecticut-chartered mutual savings bank, and Laurie Gervais (the “Employee”).
FORM OF SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • April 4th, 2017 • Fidelity D & D Bancorp Inc • National commercial banks • Pennsylvania
Contract Type FiledApril 4th, 2017 Company Industry JurisdictionTHIS SPLIT DOLLAR AGREEMENT (this “Agreement”) is adopted this 29th day of March, 2017, by and between The Fidelity Deposit and Discount Bank, located in Dunmore, Pennsylvania (the “Employer”), and _______________________________________ (the “Executive”), and formalizes the agreements and understanding between the Employer and the Executive.
AMENDED AND RESTATED SPLIT DOLLAR LIFE INSURANCE AGREEMENT I PARTIESSplit Dollar Life Insurance Agreement • March 26th, 2001 • Wackenhut Corp • Services-detective, guard & armored car services • Florida
Contract Type FiledMarch 26th, 2001 Company Industry Jurisdiction
SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • May 14th, 2024 • Middlefield Banc Corp • State commercial banks
Contract Type FiledMay 14th, 2024 Company IndustryTHIS SPLIT DOLLAR AGREEMENT (this "Agreement") is adopted this 1st day of February, 2021, by and between Liberty National Bank (the "Employer") and Thomas M. Wilson (the "Employee"), and formalizes the agreements and understanding between the Employer and the Employee.
LIFE INSURANCE ENDORSEMENT METHOD SPLIT DOLLAR PLAN AGREEMENTSplit Dollar Life Insurance Agreement • April 14th, 2016 • First Colebrook Bancorp, Inc. • State commercial banks • New Hampshire
Contract Type FiledApril 14th, 2016 Company Industry JurisdictionThe respective rights and duties of the Bank and the Insured in the above-referenced policy shall be pursuant to the terms set forth below:
SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • March 11th, 2019 • Eureka Homestead Bancorp, Inc. • Louisiana
Contract Type FiledMarch 11th, 2019 Company JurisdictionTHIS SPLIT DOLLAR AGREEMENT (this “Agreement”) is entered into this 19th day of February, 2019, by and between Eureka Homestead (the “Employer”), and Alan T. Heintzen (the “Executive”), and formalizes the agreements and understanding between the Employer and the Executive.
SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • July 18th, 2001 • Abrams Industries Inc • General bldg contractors - nonresidential bldgs • Georgia
Contract Type FiledJuly 18th, 2001 Company Industry JurisdictionTHIS AGREEMENT is entered into as of this 31st day of May, 2001, by and between ABRAMS INDUSTRIES, INC., a Georgia corporation (hereinafter the “Corporation”), ALAN R. ABRAMS (hereinafter the “Employee”), and ALAN R. ABRAMS, as owner of the Policy (hereinafter, with any subsequent assignee or owner of the Policy, the “Owner”).
EXHIBIT 10.3 ATLANTIC COAST FEDERAL SPLIT DOLLAR LIFE INSURANCE AGREEMENT This Split Dollar Agreement ("Agreement") is hereby entered into effective January 1, 2006 by and between Atlantic Coast Federal ("Bank"), as the owner of the life insurance...Split Dollar Life Insurance Agreement • September 8th, 2006 • Atlantic Coast Federal Corp • Savings institution, federally chartered • Georgia
Contract Type FiledSeptember 8th, 2006 Company Industry Jurisdiction
Retaining Key Talent with a Split-Dollar Life Insurance AgreementSplit-Dollar Life Insurance Agreement • September 28th, 2020
Contract Type FiledSeptember 28th, 2020University of Michigan and its head football coach, Jim Harbaugh, received extensive publicity. (Read Tax Reform Elevates Split- Dollar Arrangements As Incentive Plan).
BANK’34 SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • April 18th, 2014 • Alamogordo Financial Corp • Savings institution, federally chartered • New Mexico
Contract Type FiledApril 18th, 2014 Company Industry JurisdictionThis SPLIT DOLLAR LIFE INSURANCE AGREEMENT (the “Agreement”) is entered into this 1st day of February, 2010, by and between BANK’34, a federally-charted savings and loan association located in Alamogordo, New Mexico (the “Bank”), and JILL GUTIERREZ (the “Executive”).
ContractSplit Dollar Life Insurance Agreement • March 21st, 2019 • Fidelity D & D Bancorp Inc • National commercial banks • Pennsylvania
Contract Type FiledMarch 21st, 2019 Company Industry JurisdictionTHIS SPLIT DOLLAR AGREEMENT (this “Agreement”) is adopted as of the 1st day of March, 2019, by and between The Fidelity Deposit and Discount Bank, located in Dunmore, Pennsylvania (the “Employer”), and Michael J. Pacyna, Jr. (the “Executive”), and formalizes the agreements and understanding between the Employer and the Executive.
CERTEGY INC. EXECUTIVE LIFE AND SUPPLEMENTAL RETIREMENT BENEFIT PLAN SPLIT DOLLAR LIFE INSURANCE AGREEMENT (Endorsement Non-Equity Method)Split Dollar Life Insurance Agreement • February 17th, 2004 • Certegy Inc • Services-business services, nec
Contract Type FiledFebruary 17th, 2004 Company IndustryTHIS SPLIT DOLLAR LIFE INSURANCE AGREEMENT (the “Agreement”) is entered into by and among Certegy Inc. (the “Company”); and , an employee of the Company (the “Participant”), effective as of November 7, 2003 (the “Agreement Date”).
FIRST NATIONAL BANK OF NORTHERN CALIFORNIA SPLIT DOLLAR LIFE INSURANCE AGREEMENTSplit Dollar Life Insurance Agreement • March 6th, 2008 • FNB Bancorp/Ca/ • State commercial banks • California
Contract Type FiledMarch 6th, 2008 Company Industry JurisdictionTHIS SUPPLEMENTAL LIFE INSURANCE AGREEMENT (the “Agreement”) is adopted this 1st day of January, 2008, by and between FIRST NATIONAL BANK OF NORTHERN CALIFORNIA, a bank located in South San Francisco, California (the “Bank”), and DAVID A. CURTIS (the “Executive”).