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Sponsor portfolioTH

MASSACHUSETTS BANKERS ASSOCIATION

EIN 04-1589780-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$21.8M assets
Welfare
1
$213.2M premiums
Participants
10,860
200 STATE STREET, SUITE 701 - BOSTON, MA 02109617-523-7595creditunionruse.comLinkedIn11-50 employees
Plans on this EIN
3 filings
#001TraditionalDB-$13.7M - 38 part#002401k-$8.1M - 24 part#501Mewa-$213.2M - 10,173 lives

Retirement portfolio analytics

2 plans aggregated / $21.8M assets / 62 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • MASSACHUSETTS BANKERS ASSOCIAT... (#001)63%
  • MASSACHUSETTS BANKERS ASSOCIAT... (#002)37%
Total $21.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MASSACHUSETTS BANKERS ASSOCIAT... (#001)38
  • MASSACHUSETTS BANKERS ASSOCIAT... (#002)24
Total 62Click row to drill in

Benefits portfolio analytics

1 plan / $213.2M premiums / 10,173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$203.8M
  • Dental$9.4M
  • Other$1.7M
Total $213.2M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • BLUE CROSS OF CALIFORNIA100%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $213.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MASS FINANCIAL SERVICES INC. AGENCY100%
Total $3K1 slice

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 MASSACHUSETTS BANKERS ASSOCIATION

TraditionalDB

Assets$13.7M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SBERA 401(K) PLAN AS ADOPTED BY MASSACHUSETTS BANKERS ASSOCIATION

401k

Assets$8.1M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MASSACHUSETTS BANKERS ASSOCIATION GROUP INSURANCE TRUST

Mewa - BLUE CROSS BLUE SHIELD - MEDICAL

Premiums$213.2M
Covered lives10,173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SBERA PENSION PLAN AS ADOPTED BY MASSACHUSETTS BANKERS ASSOCIATIONTraditionalDB$13.7M382025
002SBERA 401(K) PLAN AS ADOPTED BY MASSACHUSETTS BANKERS ASSOCIATION401k$8.1M242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MASSACHUSETTS BANKERS ASSOCIATION GROUP INSURANCE TRUSTMewaBLUE CROSS BLUE SHIELD - MEDICAL$213.2M10,1732025
Retirement plans
Welfare plans
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