Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolioTH
FLORENCE BANK
EIN 04-1332530bankingLatest filing 2025
Plans
3
Retirement
2
$91.1M assets
Welfare
1
$2.1M premiums
Participants
783
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $91.1M assets / 467 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 316 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Life$157K
- Long-term disability$157K
- Other$157K
- Dental$146K
Carrier market share
Premium dollars by Schedule A carrier
86%top
- HARVARD PILGRIM HEALTH CARE86%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
- DELTA DENTAL OF CALIFORNIA7%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SBERA PENSION PLAN AS ADOPTED BY FLORENCE BANK
TraditionalDB
Assets$51.8M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SBERA 401(K) PLAN AS ADOPTED BY FLORENCE BANK
401k
Assets$39.3M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FLORENCE BANK SECTION 125 PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE HMO BB BLUE
Premiums$2.1M
Covered lives316
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SBERA PENSION PLAN AS ADOPTED BY FLORENCE BANK | TraditionalDB | $51.8M | 149 | 2025 | |
| 002 | SBERA 401(K) PLAN AS ADOPTED BY FLORENCE BANK | 401k | $39.3M | 318 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FLORENCE BANK SECTION 125 PLAN | Fully Insured | HARVARD PILGRIM HEALTH CARE HMO BB BLUE | $2.1M | 316 | 2025 |
Retirement plans
Welfare plans