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  • Retirement analytics
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Filings through Oct 24, 2026.

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St. Mary's Bank

EIN 02-0187390-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$77.9M assets
Health & Benefits
1
$961K premiums
Participants
1,106
200 MCGREGOR ST - MANCHESTER, NH 031050990603-669-4600
Plans on this EIN
3 filings
#001Cash balance-$48.6M - 362 part#002401(k)-$29.3M - 446 part#504Mixed-$961K - 298 lives

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

Retirement portfolio analytics

2 plans aggregated / $77.9M assets / 808 participants

Assets by plan

Share of aggregate retirement assets

  • BENEFIT RETIREMENT PENSION (#001)$48.6M
  • MARY'S BANK 401(K) (#002)$29.3M
Total $77.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$48.6M
  • CUNA MUTUAL$29.3M
Total $77.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • MARY'S BANK 401(K) (#002)446
  • BENEFIT RETIREMENT PENSION (#001)362
Total 808Select a row to open it

Benefits portfolio analytics

1 plan / $961K premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$864K
  • Long-term disability$62K
  • Life$49K
  • Vision$35K
Total $961K4 rows
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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#001

ST. MARY'S BANK-LACAISSE POPULAIRE STE-MARIE CU CASH BALANCE DEFINED BENEFIT RETIREMENT PENSION PLAN

Cash balance

Assets$48.6M
Participants362
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ST. MARY'S BANK 401(K) PLAN

401(k)

Assets$29.3M
Participants446
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

ST. MARY'S BANK HEALTH AND WELFARE BENEFIT PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$961K
Covered lives298
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ST. MARY'S BANK-LACAISSE POPULAIRE STE-MARIE CU CASH BALANCE DEFINED BENEFIT RETIREMENT PENSION PLANCash balance$48.6M3622025
#002ST. MARY'S BANK 401(K) PLAN401(k)$29.3M4462025
  • ST. MARY'S BANK-LACAISSE POPULAIRE STE-MARIE CU CASH BALANCE DEFINED BENEFIT RETIREMENT PENSION PLAN$48.6M
    #001 · Cash balance · 2025362
  • ST. MARY'S BANK 401(K) PLAN$29.3M
    #002 · 401(k) · 2025446

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504ST. MARY'S BANK HEALTH AND WELFARE BENEFIT PLANMixedHCC LIFE INSURANCE COMPANY$961K2982025
  • ST. MARY'S BANK HEALTH AND WELFARE BENEFIT PLAN$961K
    #504 · Mixed · HCC LIFE INSURANCE COMPANY · 2025298
Retirement plans
Health & Benefits plans

On this page

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