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Sponsor portfolioTH

KENNEBEC SAVINGS BANK

EIN 01-0100490-banking-Latest filing 2025
Plans
2
Retirement
1
$58.6M assets
Welfare
1
$3.2M premiums
Participants
471
150 STATE ST, P.O. BOX 50 - AUGUSTA, ME 043320050207-622-5801kennebecsavings.bankLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$58.6M - 282 part#501Fully Insured-$3.2M - 408 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 408 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Dental$202K
  • Life$164K
  • Long-term disability$164K
  • Vision$24K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • HARVARD PILGRIM HEALTH CARE88%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $3.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLEN FINANCIAL GROUP100%
Total $80K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KENNEBEC SAVINGS BANK 401(K) SAVINGS PLAN AND TRUST

401k

Assets$58.6M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KENNEBEC SAVINGS BANK BENEFIT PLAN

Fully Insured - HPHC INSURANCE COMPANY

Premiums$3.2M
Covered lives408
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002KENNEBEC SAVINGS BANK 401(K) SAVINGS PLAN AND TRUST401k$58.6M2822025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KENNEBEC SAVINGS BANK BENEFIT PLANFully InsuredHPHC INSURANCE COMPANY$3.2M4082024
Retirement plans
Welfare plans
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