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Sponsor portfolioTH

KENNEBUNK SAVINGS BANK

EIN 01-0100600-banking-Latest filing 2025
Plans
4
Retirement
2
$104.2M assets
Welfare
2
$681K premiums
Participants
1,652
104 MAIN STREET - KENNEBUNK, ME 04043207-985-4903kennebunksavings.comLinkedIn201-500 employeesbanking
Plans on this EIN
4 filings
#001TraditionalDB-$68.3M - 530 part#002401k-$35.9M - 441 part#502Mixed-$569K - 387 lives#501Fully Insured-$112K - 394 lives

Retirement portfolio analytics

2 plans aggregated / $104.2M assets / 971 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • KENNEBUNK SAVINGS BANK (#001)66%
  • SAVINGS BANK 401(K) (#002)34%
Total $104.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KENNEBUNK SAVINGS BANK (#001)530
  • SAVINGS BANK 401(K) (#002)441
Total 971Click row to drill in

Benefits portfolio analytics

2 plans / $681K premiums / 781 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $112K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MORRIS INSURANCE SERVICES, INC.100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE RETIREMENT PLAN OF KENNEBUNK SAVINGS BANK

TraditionalDB

Assets$68.3M
Participants530
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KENNEBUNK SAVINGS BANK 401(K) PLAN

401k

Assets$35.9M
Participants441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KENNEBUNK SAVINGS BANK WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$569K
Covered lives387
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

KENNEBUNK SAVINGS BANK LONG TERM CARE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$112K
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE RETIREMENT PLAN OF KENNEBUNK SAVINGS BANKTraditionalDB$68.3M5302024
002KENNEBUNK SAVINGS BANK 401(K) PLAN401k$35.9M4412024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KENNEBUNK SAVINGS BANK WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$569K3872024
501KENNEBUNK SAVINGS BANK LONG TERM CARE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$112K3942025
Retirement plans
Welfare plans
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