Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Massachusetts Bankers Association
EIN 04-1589780Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$21.8M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $21.8M assets / 62 participants
Participants by plan
Active + retired + deferred vested
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
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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 MASSACHUSETTS BANKERS ASSOCIATION
Traditional DB
Assets$13.7M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SBERA 401(K) PLAN AS ADOPTED BY MASSACHUSETTS BANKERS ASSOCIATION
401(k)
Assets$8.1M
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MASSACHUSETTS BANKERS ASSOCIATION GROUP INSURANCE TRUST
Mewa - BLUE CROSS BLUE SHIELD - MEDICAL
Premiums$213.2M
Covered lives10,173
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 MASSACHUSETTS BANKERS ASSOCIATION | Traditional DB | $13.7M | 38 | 2025 |
| #002 | SBERA 401(K) PLAN AS ADOPTED BY MASSACHUSETTS BANKERS ASSOCIATION | 401(k) | $8.1M | 24 | 2025 |
- #001 · Traditional DB · 202538
- #002 · 401(k) · 202524
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MASSACHUSETTS BANKERS ASSOCIATION GROUP INSURANCE TRUST | Mewa | BLUE CROSS BLUE SHIELD - MEDICAL | $213.2M | 10,173 | 2025 |
- #501 · Mewa · BLUE CROSS BLUE SHIELD - MEDICAL · 202510,173
Retirement plans
Health & Benefits plans