Assets by plan
Share of aggregate retirement assets
Filings through .
Bar Harbor Bank & Trust
EIN 01-0393663bankingLatest filing 2025
Plans
3
Retirement
2
$82.7M assets
Health & Benefits
1
$6.1M premiums
Participants
1,398
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $82.7M assets / 855 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- THE VANGUARD GROUP, INC.$73.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.1M premiums / 675 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.4M
- Vision$5.4M
- Dental$311K
- Other$269K
- Life$209K
- Short-term disability$130K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BAR HARBOR BANKSHARES 401K PLAN
401(k)
Assets$73.6M
Participants740
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
LAKE SUNAPEE BANK, FSB EMPLOYEES' RETIREMENT PLAN
Traditional DB
Assets$9.1M
Participants115
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
BAR HARBOR BANK & TRUST WELFARE BENEFITS PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$6.1M
Covered lives675
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BAR HARBOR BANKSHARES 401K PLAN | 401(k) | $73.6M | 740 | 2025 |
| #001 | LAKE SUNAPEE BANK, FSB EMPLOYEES' RETIREMENT PLAN | Traditional DB | $9.1M | 115 | 2025 |
- #002 · 401(k) · 2025740
- #001 · Traditional DB · 2025115
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | BAR HARBOR BANK & TRUST WELFARE BENEFITS PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $6.1M | 675 | 2025 |
- #504 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025675
Retirement plans
Health & Benefits plans