Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$4K
- Life$4K
- Short-term disability$4K
- Long-term disability$4K
- Other$4K
Sponsor portfolioTH
PASSUMPSIC SAVINGS BANK
EIN 03-0147560Latest filing 2025
Plans
2
Retirement
1
$25.7M assets
Welfare
1
$4K premiums
Participants
491
1242 MEMORIAL DRIVE - ST. JOHNSBURY, VT 05819802-751-4316
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4K premiums / 275 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
69%top
- CROSS BENEFIT SOLUTIONS69%
- JAMES R NELLIGAN & ASSOCIATES LLC20%
- CROSS INSURANCE11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PASSUMPSIC SAVINGS BANK THRIFT INCENTIVE SAVINGS PLAN
401k
Assets$25.7M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PASSUMPSIC SAVINGS BANK AMENDED AND RESTATED WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$4K
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PASSUMPSIC SAVINGS BANK THRIFT INCENTIVE SAVINGS PLAN | 401k | $25.7M | 216 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PASSUMPSIC SAVINGS BANK AMENDED AND RESTATED WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $4K | 275 | 2025 |
Retirement plans
Welfare plans