PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Kennebunk Savings Bank
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Kennebunk Savings Bank

EIN 01-0100600-banking-Latest filing 2025
Plans
4
Retirement
2
$111.0M assets
Health & Benefits
2
$384K premiums
Participants
1,549
P.O. BOX 28, 104 MAIN STREET - KENNEBUNK, ME 040430028207-985-4903kennebunksavings.comLinkedIn201-500 employeesbanking
Plans on this EIN
4 filings
#001Traditional DB-$72.3M - 533 part#002401(k)-$38.7M - 423 part#502Mixed-$272K - 299 lives#501Fully insured-$112K - 394 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $111.0M assets / 956 participants

Assets by plan

Share of aggregate retirement assets

  • KENNEBUNK SAVINGS BANK (#001)$72.3M
  • SAVINGS BANK 401(K) (#002)$38.7M
Total $111.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • KENNEBUNK SAVINGS BANK (#001)533
  • SAVINGS BANK 401(K) (#002)423
Total 956Select a row to open it

Benefits portfolio analytics

2 plans / $384K premiums / 693 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$343K
  • Life$230K
  • Short-term disability$230K
  • Long-term disability$230K
  • Vision$41K
Total $384K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

THE RETIREMENT PLAN OF KENNEBUNK SAVINGS BANK

Traditional DB

Assets$72.3M
Participants533
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

KENNEBUNK SAVINGS BANK 401(K) PLAN

401(k)

Assets$38.7M
Participants423
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

KENNEBUNK SAVINGS BANK WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$272K
Covered lives299
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

KENNEBUNK SAVINGS BANK LONG TERM CARE INSURANCE PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$112K
Covered lives394
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE RETIREMENT PLAN OF KENNEBUNK SAVINGS BANKTraditional DB$72.3M5332025
#002KENNEBUNK SAVINGS BANK 401(K) PLAN401(k)$38.7M4232025
  • THE RETIREMENT PLAN OF KENNEBUNK SAVINGS BANK$72.3M
    #001 · Traditional DB · 2025533
  • KENNEBUNK SAVINGS BANK 401(K) PLAN$38.7M
    #002 · 401(k) · 2025423

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502KENNEBUNK SAVINGS BANK WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$272K2992025
#501KENNEBUNK SAVINGS BANK LONG TERM CARE INSURANCE PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$112K3942025
  • KENNEBUNK SAVINGS BANK WELFARE PLAN$272K
    #502 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025299
  • KENNEBUNK SAVINGS BANK LONG TERM CARE INSURANCE PLAN$112K
    #501 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025394
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica