Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolioTH
COUNTRY BANK FOR SAVINGS
EIN 04-1946610bankingLatest filing 2025
Plans
3
Retirement
2
$70.0M assets
Welfare
1
$2.7M premiums
Participants
843
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $70.0M assets / 581 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.7M premiums / 260 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Life$35K
- Other$35K
- Long-term disability$33K
- Short-term disability$11K
Carrier market share
Premium dollars by Schedule A carrier
97%top
- HARVARD PILGRIM HEALTH CARE97%
- RELIANCE STANDARD LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
86%top
- HP PLANNING LLC86%
- HP PLANNING, LLC DBA AISLING PARTNE12%
- GCG FINANCIAL LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS
401k
Assets$43.3M
Participants383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS
TraditionalDB
Assets$26.7M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COUNTRY BANK HEALTH & WELFARE PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE
Premiums$2.7M
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS | 401k | $43.3M | 383 | 2024 | |
| 001 | SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS | TraditionalDB | $26.7M | 198 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COUNTRY BANK HEALTH & WELFARE PLAN | Fully Insured | HARVARD PILGRIM HEALTH CARE | $2.7M | 260 | 2025 |
Retirement plans
Welfare plans