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Sponsor portfolioTH

SACO & BIDDEFORD SAVINGS INSTITUTION

EIN 01-0153690-banking-Latest filing 2025
Plans
3
Retirement
2
$74.8M assets
Welfare
1
Participants
637
50 INDUSTRIAL PARK ROAD - SACO, ME 04072207-602-7383sbsavings.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$40.0M - 198 part#002401k-$34.8M - 261 part#501Fully Insured-175 lives

Retirement portfolio analytics

2 plans aggregated / $74.8M assets / 459 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • BIDDEFORD SAVINGS INSTITUTION (#001)53%
  • INSTITUTION 401(K) Savings (#002)47%
Total $74.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSTITUTION 401(K) Savings (#002)261
  • BIDDEFORD SAVINGS INSTITUTION (#001)198
Total 459Click row to drill in

Benefits portfolio analytics

1 plan / $0 premiums / 175 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
0%top
  • AMERITAS LIFE INSURANCE CORP.0%
Total $01 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PAQUIN & CARROLL LLC100%
Total $499K1 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 SACO & BIDDEFORD SAVINGS INSTITUTION

TraditionalDB

Assets$40.0M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SACO & BIDDEFORD SAVINGS INSTITUTION 401(K) SAVINGS PLAN

401k

Assets$34.8M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE SACO & BIDDEFORD SAVINGS INSTITUTION DENTAL PLAN

Fully Insured - AMERITAS INSURANCE CORP

Premiums$0
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE RETIREMENT PLAN OF SACO & BIDDEFORD SAVINGS INSTITUTIONTraditionalDB$40.0M1982025
002SACO & BIDDEFORD SAVINGS INSTITUTION 401(K) SAVINGS PLAN401k$34.8M2612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE SACO & BIDDEFORD SAVINGS INSTITUTION DENTAL PLANFully InsuredAMERITAS INSURANCE CORP$01752025
Retirement plans
Welfare plans
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