Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Salem Five Cents Savings Bank
EIN 04-1802790Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$189.8M assets
Health & Benefits
1
$12.8M premiums
Participants
1,783
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 / $189.8M assets / 1,173 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- EMPOWER ADVISORY GROUP, LLC$114.8M
- (Not disclosed)$75.0M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $12.8M premiums / 1,130 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$12.3M
- Dental$12.3M
- Vision$12.3M
- Other$208K
- Life$167K
- Long-term disability$107K
- +1 more
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SALEM FIVE 401(K) RETIREMENT PLAN
401(k)
Assets$114.8M
Participants895
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SBERA PENSION PLAN AS ADOPTED BY SALEM FIVE CENTS SAVINGS BANK
Traditional DB
Assets$75.0M
Participants278
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SALEM FIVE CENTS SAVINGS BANK CONSOLIDATED BENEFITS PLAN
Fully insured - AETNA LIFE INSURANCE CO
Premiums$12.8M
Covered lives1,130
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SALEM FIVE 401(K) RETIREMENT PLAN | 401(k) | $114.8M | 895 | 2025 |
| #001 | SBERA PENSION PLAN AS ADOPTED BY SALEM FIVE CENTS SAVINGS BANK | Traditional DB | $75.0M | 278 | 2025 |
- #002 · 401(k) · 2025895
- #001 · Traditional DB · 2025278
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SALEM FIVE CENTS SAVINGS BANK CONSOLIDATED BENEFITS PLAN | Fully insured | AETNA LIFE INSURANCE CO | $12.8M | 1,130 | 2025 |
- #501 · Fully insured · AETNA LIFE INSURANCE CO · 20251,130
Retirement plans
Health & Benefits plans