Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Cambridge Trust Company
EIN 04-1145370financial servicesLatest filing 2024
Plans
3
Retirement
2
$151K assets
Health & Benefits
1
$4.8M premiums
Participants
5
78 BLANCHARD ROAD, 4TH FLOOR - BURLINGTON, MA 01803617-520-5541cambridgetrust.comLinkedIn1001-5000 employeesfinancial services
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 / $151K assets / 5 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$10K
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.8M premiums / 591 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.2M
- Prescription drug$4.2M
- Dental$388K
- Life$178K
- Short-term disability$178K
- Long-term disability$178K
- +2 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
CAMBRIDGE BANCORP SAVINGS INVESTMENT PLAN
401(k)
Assets$141K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CAMBRIDGE BANCORP EMPLOYEE RETIREMENT PLAN
Traditional DB
Assets$10K
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
CAMBRIDGE TRUST COMPANY HEALTH & WELFARE BENEFITS
Fully insured - TUFTS INSURANCE COMPANY
Premiums$4.8M
Covered lives591
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CAMBRIDGE BANCORP SAVINGS INVESTMENT PLAN | 401(k) | $141K | 5 | 2024 |
| #001 | CAMBRIDGE BANCORP EMPLOYEE RETIREMENT PLAN | Traditional DB | $10K | 0 | 2024 |
- #002 · 401(k) · 20245
- #001 · Traditional DB · 20240
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | CAMBRIDGE TRUST COMPANY HEALTH & WELFARE BENEFITS | Fully insured | TUFTS INSURANCE COMPANY | $4.8M | 591 | 2024 |
- #502 · Fully insured · TUFTS INSURANCE COMPANY · 2024591
Retirement plans
Health & Benefits plans