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Sponsor portfolioTH

CAMBRIDGE TRUST COMPANY

EIN 04-1145370-financial services-Latest filing 2024
Plans
3
Retirement
2
$151K assets
Welfare
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 filings
#002401k-$141K - 5 part#001TraditionalDB-$10K - 0 part#502Fully Insured-$4.8M - 591 lives

Retirement portfolio analytics

2 plans aggregated / $151K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • SAVINGS INVESTMENT PLAN (#002)93%
  • EMPLOYEE RETIREMENT PLAN (#001)7%
Total $151KClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • SENTINEL PENSION ADVISORS93%
  • (Not disclosed)7%
Total $151KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS INVESTMENT PLAN (#002)5
Total 5Click row to drill in

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
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA88%
  • DELTA DENTAL OF CALIFORNIA8%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN0%
Total $4.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $114K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAMBRIDGE BANCORP SAVINGS INVESTMENT PLAN

401k

Assets$141K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CAMBRIDGE BANCORP EMPLOYEE RETIREMENT PLAN

TraditionalDB

Assets$10K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CAMBRIDGE TRUST COMPANY HEALTH & WELFARE BENEFITS

Fully Insured - TUFTS INSURANCE COMPANY

Premiums$4.8M
Covered lives591
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CAMBRIDGE BANCORP SAVINGS INVESTMENT PLAN401k$141K52024
001CAMBRIDGE BANCORP EMPLOYEE RETIREMENT PLANTraditionalDB$10K02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CAMBRIDGE TRUST COMPANY HEALTH & WELFARE BENEFITSFully InsuredTUFTS INSURANCE COMPANY$4.8M5912024
Retirement plans
Welfare plans
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