Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ST. MARY'S BANK
EIN 02-0187390Latest filing 2025
Plans
3
Retirement
2
$67.8M assets
Welfare
1
$961K premiums
Participants
1,103
200 MCGREGOR STREET - MANCHESTER, NH 03102603-629-1563
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $67.8M assets / 805 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
65%top
- (Not disclosed)65%
- CMFG LIFE INSURANCE COMPANY35%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $961K premiums / 298 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$864K
- Long-term disability$62K
- Life$49K
- Vision$35K
Carrier market share
Premium dollars by Schedule A carrier
77%top
- HCC LIFE INSURANCE COMPANY77%
- UNITED OF OMAHA LIFE INSURANCE COMPANY17%
- VISION SERVICE PLAN4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
78%top
- NEEBCO78%
- NEW ENGLAND EMPLOYEE BENEFITS CO17%
- GCG FINANCIAL LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ST. MARY'S BANK-LACAISSE POPULAIRE STE-MARIE CU CASH BALANCE DEFINED BENEFIT RETIREMENT PENSION PLAN
CashBalance
Assets$44.0M
Participants378
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ST. MARY'S BANK 401(K) PLAN
401k
Assets$23.8M
Participants427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
ST. MARY'S BANK HEALTH AND WELFARE BENEFIT PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$961K
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ST. MARY'S BANK-LACAISSE POPULAIRE STE-MARIE CU CASH BALANCE DEFINED BENEFIT RETIREMENT PENSION PLAN | CashBalance | $44.0M | 378 | 2024 | |
| 002 | ST. MARY'S BANK 401(K) PLAN | 401k | $23.8M | 427 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | ST. MARY'S BANK HEALTH AND WELFARE BENEFIT PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $961K | 298 | 2025 |
Retirement plans
Welfare plans