Assets by plan
Share of aggregate retirement assets
- BY FLORENCE BANK (#001)$51.8M
- BY FLORENCE BANK (#002)$39.3M
Filings through .
Top hat
Florence Bank
EIN 04-1332530bankingLatest filing 2025
Plans
3
Retirement
2
$91.1M assets
Health & Benefits
1
$2.1M premiums
Participants
783
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 / $91.1M assets / 467 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 316 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Life$157K
- Long-term disability$157K
- Other$157K
- Dental$146K
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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
SBERA PENSION PLAN AS ADOPTED BY FLORENCE BANK
Traditional DB
Assets$51.8M
Participants149
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SBERA 401(K) PLAN AS ADOPTED BY FLORENCE BANK
401(k)
Assets$39.3M
Participants318
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FLORENCE BANK SECTION 125 PLAN
Fully insured - HARVARD PILGRIM HEALTH CARE HMO BB BLUE
Premiums$2.1M
Covered lives316
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SBERA PENSION PLAN AS ADOPTED BY FLORENCE BANK | Traditional DB | $51.8M | 149 | 2025 |
| #002 | SBERA 401(K) PLAN AS ADOPTED BY FLORENCE BANK | 401(k) | $39.3M | 318 | 2025 |
- #001 · Traditional DB · 2025149
- #002 · 401(k) · 2025318
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · HARVARD PILGRIM HEALTH CARE HMO BB BLUE · 2025316
Retirement plans
Health & Benefits plans